What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Tobias Financial Advisors

Home
United States
Plantation, FL
Tobias Financial Advisors

Tobias Financial Advisors is a fee-only wealth management firm providing personalized planning.

Tobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary responsibility and a team-based approach, we deliver personalized solutions that integrate with our clients' broader financial goals. Our dive

rse experience and collaborative culture enable us to guide clients confidently through every stage of wealth accumulation and legacy planning.

08/05/2026

Periods of market uncertainty often prompt questions about how different investments may respond.

As this chart illustrates, asset performance can change over relatively short periods as markets incorporate new information. While every market environment is different, short-term performance alone may not provide a complete picture when making long-term investment decisions.

Learn more here: https://tobiasfinancial.com/midyear-market-outlook-and-long-term-investing-principles/

07/31/2026

Our recent Market Update Webinar: Inflation, Elections & What's Next for Investors, is available to replay at your convenience!

Listen in as our Director of Investments, Charles "Chad" NeSmith, reviews market themes from the first half of 2026 and shares considerations for the second half of the year.

Watch the recording here:

https://bit.ly/4fMvTsX

07/24/2026

Did you miss our Market Update Webinar: Inflation, Elections & What's Next for Investors? The recording is available at your convenience.

In this session, Our Director of Investments, Charles "Chad" NeSmith, reviewed market themes from the first half of 2026 and shared considerations for the second half of the year. Additionally, he touched on how markets are adapting to the leadership of new Federal Reserve Chairman Kevin Warsh, portfolio positioning ahead of the upcoming midterm elections, and the ongoing conflict in the Middle East and its potential implications for global markets.

Watch the replay here:

https://bit.ly/4fMvTsX

07/23/2026

How dependent is your business on you?

Consider these questions:

-Would key clients stay if you stepped away?

-Are important processes documented?

-Could your leadership team operate independently?

If these questions are difficult to answer, it may be worth evaluating how your business would function during an ownership transition.

During our Exit Planning Webinar for Business Owners, our Chief Operating Officer, Edgar Collado, highlighted why reducing owner dependence can be an important part of business exit planning.

Learn more by reading key takeaways from the webinar here:

https://tobiasfinancial.com/business-exit-planning-preparing-for-life-after-business-ownership/

07/22/2026

SpaceX is now public. OpenAI and Anthropic may not be far behind.

For investors, that raises an interesting question:

How do you evaluate an opportunity that everyone seems excited about?

One challenge with high-profile IPOs is that excitement about a company and the investment decision itself are not always the same thing. A company can be innovative, well-run, and widely admired, while still requiring careful consideration before becoming part of a portfolio.

We share a few thoughts on evaluating opportunities like these through the lens of a long-term financial plan.

https://tobiasfinancial.com/spacex-openai-and-anthropic-ipos-what-investors-should-consider-before-chasing-the-hype/

07/21/2026

Tomorrow at 12:30 p.m. ET, our Director of Investments, Chad NeSmith, will share his insights on some of the key developments shaping today's investment landscape.

Topics will include inflation, the upcoming midterm elections, Federal Reserve leadership changes, and the ongoing conflict in the Middle East and its potential implications for global markets.

Register here and secure your virtual seat: https://bit.ly/4aTfJem

07/20/2026

For high-net-worth individuals considering leaving New York for Florida, taxes may be part of the conversation, but they are rarely the whole story.

Estate tax exposure, residency rules, healthcare considerations, insurance costs, and long-term legacy planning can all play an important role when evaluating whether relocating truly supports your broader financial goals.

Our CEO and Senior Wealth Advisor, Marianela Collado, shared her insights in an interview with financial journalist Bob Powell, discussing key considerations retirees may want to evaluate before making a move.

Watch the interview here: https://tobiasfinancial.com/should-you-retire-in-new-york-or-move-elsewhere-considerations-before-you-decide/

07/17/2026

Before making major financial decisions during a divorce, it may be helpful to pause and evaluate the potential long-term impact.

Large purchases, new debt obligations, changes to investments, or transferring assets during the process could affect your overall financial picture.

Thoughtful planning and professional guidance can help to better understand your options, review important financial considerations, and prepare for the future. At Tobias Financial Advisors, we can help you evaluate your financial picture and navigate important planning considerations during times of transition.

Learn more here: https://tobiasfinancial.com/finances-and-divorce-considerations-during-a-major-life-transition/

07/16/2026

What's happening behind the scenes when your financial advisor builds a financial plan?

It's more than spreadsheets and investment reports.

Today's financial planning often involves technology that helps organize financial information, evaluate different planning scenarios, and support areas such as tax, retirement, and estate planning.

We take a closer look at some of the technology our team uses, including MoneyGuidePro, Holistiplan, and Vanilla, and explain how these platforms support our financial planning process.

Read more here:

https://tobiasfinancial.com/financial-planning-tools-we-use-at-tobias-financial-advisors/

07/15/2026

Markets will always generate headlines, but not all headlines deserve action.

Before reacting, it’s worth pausing to ask: Is this information credible? Is it relevant to my long-term goals? Acting on incomplete or sensationalized news can increase stress and lead to unintended outcomes.

At Tobias Financial Advisors, we emphasize perspective, disciplined planning, and thoughtful decision-making - helping clients stay focused on what matters most.

Address

1000 S Pine Island Road Ste 450
Plantation, FL
33324

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.tobiasfinancial.com/

Alerts

Be the first to know and let us send you an email when Tobias Financial Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.