Daniel Tobias

CFP®, PPC®™

Davidson Capital

Financial Advisor

Daniel Tobias

CFP®, PPC®™

Davidson Capital

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Tobias, CFP®, PPC®™

704-987-0288

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

Daniel Tobias is a Davidson, NC fee-only financial planner. Davidson Capital provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Tobias is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Daniel 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

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Daniel 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.

  • Certified Financial Planner (CFP)
    Daniel 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.

  • Accredited Investment Fiduciary®
    Daniel 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 Daniel Tobias

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Office Locations:

  • 705 Griffith St
    Suite 301
    Davidson, NC 28036

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