What departments does Tobias Financial Advisors have?

Tobias Financial Advisors has employees across 4 departments including Consultant, Finance, Administrative, Marketing.

What is the largest department at Tobias Financial Advisors?

The largest department at Tobias Financial Advisors is Finance with 2 employees.

Where are Tobias Financial Advisors employees located globally?

Tobias Financial Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Tobias Financial Advisors's team size changed over time?

Tobias Financial Advisors's team has remained stable from approximately 30 to 30 employees based on available data.

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Tobias Financial Advisors Employee Directory

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.

Tobias Financial Advisors Global Highlights

North America
39

United States Of America
39

Tobias Financial Advisors's Leadership

C. W.
Wealth Advisor
Mobile Phone
Email
J. F.
Financial Planning Associate
Mobile Phone
Email
B. M.
Executive Assistant
Mobile Phone
Email
A. S.
Marketing Associate
Mobile Phone
Email
P. R.
Portfolio Analyst
Mobile Phone
Email

Tobias Financial Advisors Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Support
Finance
Legal
Other

Contact profiles from Tobias Financial Advisors

Name

Title

Contact

Location

Last Update

C. W.
Wealth Advisor
Mobile Phone
Email
Apr 17, 2026
J. F.
Financial Planning Associate
Mobile Phone
Email
Apr 15, 2026
B. M.
Executive Assistant
Mobile Phone
Email
Jun 25, 2026
A. S.
Marketing Associate
Mobile Phone
Email
Oct 23, 2024
P. R.
Portfolio Analyst
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Tobias Financial Advisors known for?

Tobias Financial Advisors was founded in 1980 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-954-424-****

. Explore Tobias Financial Advisors's company overview page for more information.

What is Tobias Financial Advisors's most common email format?

Tobias Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tobias Financial Advisors email formats with LeadIQ.

How many employees does Tobias Financial Advisors have currently?

Tobias Financial Advisors has approximately 31 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Tobias Financial Advisors's key employees and leadership?

As of August 2026, Tobias Financial Advisors's key employees include:

Wealth Advisor: C. W.
Financial Planning Associate: J. F.
Executive Assistant: B. M.
Marketing Associate: A. S.
Portfolio Analyst: P. R.

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Tobias Financial Advisors Employee Directory

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