CFP®, CPA/PFS, AIF®
Tobias Financial Advisors
Fee-Only Financial Advisor serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami
Benjamin Tobias, CFP®, CPA/PFS, AIF®, founder of Tobias Financial Advisors, is originally from the New York City area and has lived and worked in South Florida since 1975.
Mr. Tobias has been recognized by numerous publications over the years, including Worth Magazine as one of the “Top Wealth Advisors” in multiple years. Medical Economics magazine also honored him as one of the “Best Financial Advisers for Doctors” and Mutual Funds Magazine, as one of the “100 Great Financial Planners,” both in multiple years. Reuters AdvicePoint named him in their listing of “Top Advisers 2008”.
Mr. Tobias has given back to his chosen profession. Nationally, he served over a period of nine years as volunteer, Board member and Chair of the Disciplinary and Ethics Commission (formally known as the Department of Processional Review) of the Certified Financial Planner Board of Standards. Locally, he served various positions including president of the Financial Planning Association of Greater Fort Lauderdale, as well as president of its predecessor organization, the South Florida Society of the Institute of Certified Financial Planners.
Professional and trade organization memberships include the National Association of Personal Financial Advisors, American and Florida Institutes of Certified Public Accountants, and the Aegis Wealth Management Study Group. Mr. Tobias has also been a member of the TD Ameritrade Institutional Advisor Panel or the TD Ameritrade President’s Council since 2005.
Mr. Tobias is also a past chair of the Investment Committee of the Jewish Community Foundation of the United Jewish Community of Broward County, Florida. He is a charter officer and past president of the Rotary Club of Pembroke Pines. Together, Ben and his wife Barbara are sponsors of Reflex Sympathetic Dystrophy Syndrome Association’s (RSDSA) young investigator grant and promote awareness for Complex Regional Pain Syndrome (CRPS) in loving memory of their daughter, Rachel.
Mr. Tobias has been quoted frequently in numerous publications as well as nationally syndicated columns including the Wall Street Journal, the New York Times, the International Herald Tribune, the Chicago Tribune,and the Washington Post. He has also been quoted in the Miami Herald, the Sun Sentinel, Investment Advisor and TheStreet.com. Additionally, he has appeared in financial planning magazines and professional journals such as the Journal of Financial Planning and Medical Economics. He has been a guest on television and radio including PBS’ Early Morning and Evening Business Report, as well as on WPLG, Channel 10, Miami/Fort Lauderdale’s local ABC affiliate, and on WIOD radio.
Mr. Tobias is a graduate of the Bernard M. Baruch College of the City University of New York with a Bachelor of Business Administration degree in Accountancy. In the many years since graduation, he has acquired various certifications and/or designations including Certified Public Accountant, Certified Financial Planner®, Certified Investment Management Analysis®, Personal Financial Specialist and Accredited Investment Fiduciary®.
Due to his extensive expertise in the field, Mr. Tobias was asked to participate in the filming of an internet series on MSN.com, The Invested Life, discussing investments and financial planning concerns. This program strives to educate the public through interactions with real people in authentic circumstances.
Benjamin Tobias is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. We understand that our business is built on trust and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. To learn more about the team dedicated to our clients’ best interests, visit our Team page.
Like many of Tobias Financial Advisors’ clients, our founder, Ben Tobias, had a goal. His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures. After a successful start as an accountant with an international accounting firm as well as owning his own CPA firm, Ben decided that what his clients needed was an expert in wealth management and financial planning. After earning his credentials as a CERTIFIED FINANCIAL PLANNER™ professional, Ben converted his accounting firm to Tobias Financial Advisors, which combined all areas of financial planning with quality service in order to provide ongoing financial solutions for each individual or family served.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Benjamin Tobias is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Benjamin Tobias is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Benjamin Tobias is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Benjamin Tobias is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Benjamin Tobias is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Contact Benjamin Tobias
1000 S. Pine Island Road
Plantation, FL 33324