A complete list of active advisors currently associated with Tobias Financial Advisors

Warmer can help you find a great advisor at Tobias Financial Advisors or one who fits your needs even better.

Tobias Financial Advisors serves individuals (including high-net-worth clients), retirement plans, trusts, estates, and business entities, providing wealth management, investment management, retirement plan advisory, financial planning, and family office services. The fee-only firm manages roughly $1.19 billion in client assets with a nine-advisor team and operates across six offices. TFA generally delivers discretionary portfolio management governed by a written Investment Policy Statement, favoring globally diversified allocations, periodic rebalancing, and tax-aware decisions; the firm may use independent managers or sub-advisers and can advise on alternative or less liquid investments for experienced, accredited clients. The firm also uses AI-powered tools to assist with research, policy drafting, and meeting documentation; outputs are reviewed by staff and vendor oversight is documented, with limited client data processed by third-party providers. Compared with many peers, TFA’s multi-office structure and its use of third‑party recognitions (including a Women’s Choice Award listing) are notable choices for a team-sized firm. The brochure also discloses an explicit solicitor and employee referral program and that family office services are included for wealth management clients, along with a long operating history dating back to 1980.

To learn more about the advisors currently working at Tobias Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.