I've had the pleasure of working with Dan Tobias and Passport Wealth Management for several years now, and I can confidently say he is the best!
Dan is thoughtful, highly knowledgeable, and consistently provides outstanding customer service and genuinely cares about his clients. One of his greatest strengths is his deep understanding of tax strategies and estate planning, which has brought tremendous value to me and my family.
He takes the time to truly understand my financial business inside and out, offering personalized advice that’s tailored to my specific needs and goals.
While he's not part of a “large” firm, I actually see that as a major advantage—the level of personal attention and care he provides is second to none.
I’m incredibly grateful to have him on my team and highly recommend him to anyone looking for a trusted financial partner.
Relationship to Financial Advisor: Client as of Jun 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: client for > 1yr