"Wealth is a tool for doing remarkable good when managed with clarity, organization, and communication."
As a Fee-only, fiduciary financial advisory firm, we never receive commissions or sell products. To ensure alignment between our clients’ best interest and our recommendations, we are exclusively compensated by our clients.
Toberman Becker Wealth helps clients determine short-term and long-term goals. We consider our clients' unique situation and develop a personalized financial planning strategy that reflects their goals. As a fee-only fiduciary, we are solely compensated by our clients to ensure trust.
As a fee-only financial advisory firm, we help our clients create strategies for making an impact and building a legacy that goes far beyond their lifetime. We believe that wealth has the power to impact both you and your immediate family, as well as generations to come.
With our background in both personal and corporate finance, we're able to help business owners with a full suite of financial services. From personal wealth management, to strategic planning and financial analysis, we help your family business thrive from our local St. Louis office.
Visit our office on S Big Bend Boulevard just south of the Interstate 64/Highway 40 exit.
Financial advisor Craig Toberman shares expert tips on Roth conversions, including timing, tax impacts & the five-year rule. Learn retirement strategies here.
Thinking about investing in ETFs? Learn how they work, their pros and cons, and whether they fit into your investment strategy. Get expert insights here.
Printable Estate Planning Guide: Key elements & benefits, when to start planning or make revisions & who should be involved. Download a free PDF checklist here. Read more here.
Craig Toberman, featured in Bankrate, shares expert insights on safe havens, annuity pitfalls & long-term care funding, with practical guidance for uncertain times.
Financial expert Craig Toberman, featured on CBS News, shares why credit card rates may stay high & how consumers can manage debt in today’s economy. Read here.
Learn how Craig Toberman views proposed HSA changes in the new tax bill and how they could benefit your retirement and healthcare planning. Read here.
Book a call with us or schedule a visit to our St. Louis office.
We provide comprehensive financial planning tailored to your needs. Our holistic approach ensures every strategy aligns with your long-term goals while allowing you to enjoy life today.
Our services include:
If you are 50+ and planning for retirement, our process is designed to help you build a secure future:
Retirement Should Be on Your Terms
You shouldn’t have to sacrifice your lifestyle today to feel secure about tomorrow. We believe in helping you live well now while building a strong financial future.
Our reverse-engineered retirement planning focuses on balancing your current needs with long-term goals, considering:
We aim to remove uncertainty, minimize family stress, and ensure no milestone is missed. With the right plan, you can retire confidently, on your terms.
We operate as a fee-only financial advisory firm, meaning we are only compensated by our clients, never through commissions or third-party products. This transparent structure helps mitigate conflicts of interest and supports our fiduciary duty to always act in your best interest.
Our pricing is simple:
No hidden fees. No fine print. Just transparent, client-centered pricing.
Our office address is located at:
Toberman Becker Wealth
1741 S Big Bend Blvd
St. Louis, MO 63117
Yes. Whether you’re in Missouri, Illinois, or elsewhere in the U.S., we provide both local and remote financial guidance.
