Tobias Financial Advisors Email Format
Financial ServicesFlorida, United States11-50 Employees
Tobias Financial Advisors is a financial services firm founded in 1980 and based in Plantation, Florida. It provides tailored wealth management and financial planning for affluent individuals and business owners, with a focus on proactive tax strategies and managing life transitions. The firm operates under fiduciary responsibility and a collaborative, team-based model to deliver integrated solutions that align with clients' broader financial goals and long-term legacy planning. In March 2026, Tobias Financial Advisors announced promotions of Charles "Chad" NeSmith to Director of Investments and Matthew Hauptman to Wealth Planner, signaling ongoing growth. This development reflects the firm's emphasis on expanding its professional leadership.