Daniel  Tobias

Daniel Tobias

| CFP®, PPC™

Davidson Capital

704-987-0288

Contact Me

Fee-Only Financial Advisor serving Charlotte, NC and the entire Lake Norman region including Concord, Huntersville, Cornelius, Davidson, and Mooresville.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Life Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Dream Achievement
  • College Education Planning
  • Social Security Planning
  • Cyber & ID Theft
  • Employee Benefits

Website

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705 Griffith St
Suite 301
Davidson, NC 28036

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Daniel Tobias is a Charlotte, NC area Fee-Only Financial Planner located in Davidson, NC and serving the entire Lake Norman region including Concord, Huntersville, Cornelius, and Mooresville. Davidson Capital specializes in providing objective financial planning and wealth management advice to help clients build, manage, grow, and protect their assets through life's transitions. Daniel Tobias is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

As a CERTIFIED FINANCIAL PLANNER™ Professional, Daniel Tobias has a diverse set of skills and responsibilities.  He works with many of our clients on asset allocation and selection to full retirement, estate and insurance analysis and planning. He also manages our corporate retirement program.   Prior to joining Davidson Capital he worked as a CFP® Professional at a Registered Investment Advisory firm in South Florida.  Dan started his career with IBM in the Business Consulting and Financial Services Divisions where he worked with several federal and state agencies to improve their technology and efficiencies.  Dan also brings a hefty global perspective as he and his wife spent 21 months traveling around the world in 2009-2010; something they won’t soon repeat with their twin daughters, Amira and Nora, their son Samuel, and their lab Waldo.

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At Davidson Capital, we provide comprehensive wealth management services that coordinate your financial planning, investment management, and tax planning. The process is designed to assist you in making crucial decisions necessary to preserve and grow your assets, to enhance the quality of your life, and to realize your personal and financial goals. We are a boutique firm serving individuals, families, corporations, and charitable trusts. Our integrated approach to wealth management simplifies your life, provides peace of mind, and ensures that all components of your financial plan work together.

We are an independent registered investment advisory firm offering client-centered advice free from conflicts of interest.  As a fee-only firm we do not receive compensation from the investments we recommend which allows for completely objective counsel focused on your unique needs and circumstances.

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