A Fee-Only Financial Advisory firm

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
  
 
 Bonnie  
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I am retired now, but I was a registered nurse for over 40 years. Even though my husband and I didn’t make a lot of money, we had done well with saving. But when COVID happened, our investments and money took a big hit, and the advisor we were with wasn’t doing anything to help us recover. We ended up putting a lot of our money in cash, but when my husband started to develop mild dementia, and our advisor still wasn’t helping us, I knew I had to get some help.

I was connected with Craig Toberman through his mom. When I met with him, I felt comfortable having him take over all our money management - he is a Certified Financial Planner, which was important to me, and he also presented as very knowledgeable and honest. Since working with Toberman Becker Wealth, our financials have rebounded and are doing exceptionally well. Craig really watches over everything, always has time for my questions, and meets with us at our home since it’s hard for us to leave the house. He recommended a lawyer to set up our trust, and even attended the meetings with the lawyer to make sure everything was handled correctly.

He also helped my daughter by setting up a financial plan and 529 plan for her daughters.

Craig Toberman is very knowlegable, caring, and I highly recommend him as a financial planner to anyone and everyone.
  
 
  
 
 
 
 Posted on Google  
  
 
 Robert  
 
 
 
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Three years ago, unhappy with our support at the time, we decided it was time to find someone new. Though we weren't ready to retire, we would be soon, and we wanted someone who was more than an advisor; we wanted a financial partner in our long-term journey.

From day one, Craig exceeded our expectations. He took the time to listen. He learned what we were looking for, what we wanted, and how we wanted to get there. Only after all our goals and concerns were on the table did Craig offer his insights and recommendations.

It was clear then that everything he suggested was in our best interest and rings true even more now. When we meet, Craig comes prepared and gives us his full time and attention. We never feel rushed, even when it runs over time. We meet with him throughout the year, but if something pops up in between, he's always responsive and takes the time to walk us through our questions. He is invested in us, our family, and our long-term goals. We fully recommend Craig and his team at Toberman Becker Wealth.
  
 
  
 
 
 
 Posted on Google  
  
 
 Donna  
 
 
 
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After my mom died, I didn’t know what to do with my inheritance, and I had no interest in becoming a financial expert. I knew I needed someone to help manage my inheritance and my retirement plan, and who would translate their knowledge into something I could understand.

I wanted a fee-only fiduciary advisor who wasn’t on a commission structure so they wouldn’t have the incentive to push specific investment vehicles. I’d talked with a few other firms that were more exclusive and didn’t make me feel welcomed or valued. Michael did just the opposite.

From the start, he’s been very clear and communicative. He made the onboarding process easy, talked me through different scenarios, and helped me define my long-term goals and risk tolerance. Then he took it and ran with it, which is exactly what I needed – someone who could take it over so I wouldn’t have to worry about it.

What I appreciate most is Michael’s communication style and how he demystifies things without dumbing them down. He’s also so responsive when I email him, whether it’s about big things or small things. I can drop an email saying ‘hey I have a kid getting married this year, what can I do for them?’ and he’s always available to point me in the right direction.

It’s really nice to work with real people who get me and my goals. I've been super happy with the services Michael has provided and would happily recommend Toberman Becker Wealth to anyone.
  
 
  
 
 
 
 Posted on Google  
  
 
 James  
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been working with Michael Becker of Toberman Becker Wealth for approximately one  year, and they have been an invaluable partner in managing my family’s financial future. I was looking for a financial advisor to help me with estate planning to make it easier for my spouse and children in the event something happened to me. I wanted my investments to continue on but my family isn’t particularly interested in financial planning.

I went online and read Toberman Becker Wealth’s reviews, which were very complimentary of them and their firm, and I decided to set up an interview. I knew right away they were my type of people – professional yet down to Earth. They talked our language and made it easy to do business with them. I was impressed with their knowledge and fee-only structure but equally impressed with their responsiveness and professionalism.

They excel at explaining intricate strategies in plain English, never rushing a conversation, and always ensuring we feel completely comfortable. Their attention to detail and responsiveness gave us incredible peace of mind.
  
 
  
 
 
 
 Posted on Google  
  
 
 Shea  
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Craig has been helping our family with our investment and retirement planning for about three years now, and we couldn’t be happier with the experience.

When my husband and I started looking for a financial advisor, we wanted to find someone who genuinely cared about our situation, took the time to understand our long-term goals, and understood the financial considerations that come with owning a business. Craig has done exactly that. We appreciate that he includes both of us in the decision-making process, listens carefully to our questions and requests, and helps us think through options thoughtfully, even when they differ from his initial recommendation.

What really stands out to us is how genuine and authentic Craig is. It has never felt like he is simply checking boxes or focused on what he can get out of the relationship. Instead, he is focused on helping us gain clarity, confidence, and peace of mind.

There are times when all the moving pieces can feel overwhelming. Craig’s calm, steady presence helps us take a step back, breathe, and make decisions from a place of clarity rather than stress. When my husband retired last December, we were feeling anxious about what needed to happen next, but Craig calmly reminded us that we had been planning for this. His proactive approach takes so much of the stress out of financial planning.

If you’re looking for a financial advisor who will take the time to understand your situation, your goals, and what matters most to your family, we highly recommend reaching out to Toberman Becker Wealth.
  
 
  
 
 
 
 Posted on Google  
  
 
 Alisia  
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I contacted Toberman Becker Wealth about two years ago because I wanted to invest my money rather than letting it sit in the bank collecting simple bank interest. I retired after working for the government for 31 years, and I wanted the money I earned to start working for me long term. I wanted to be in a position where I could take care of myself and live the life I've worked hard for, but also build generational wealth for my children and my grandchildren.

I found Toberman Becker Wealth after searching for a fiduciary. After reading Google reviews and knowing I wanted to work with a smaller,  more family-oriented company instead of a big firm, I interviewed Michael with Toberman Becker Wealth. During our interview I could tell he was confident, astute, articulate, and very knowledgeable. He was very intentional and detailed in his approach. He spoke in layman’s terms so I could understand everything, and he never once made me feel pressured to work with him. He also showed me great examples of the strategy he was recommending by using proven best practices, metrics and data.

Michael manages my retirement planning, investment management, and Roth IRA, and anytime there's a change, he makes sure I know what his plan is to ensure we are in sync. He is very easy to contact, and is very responsive. He’s firm but fair, patient, and always reminds me the decisions with my investments are up to me making it an interactive process. I trust him to have my best interest.

I have been telling all my friends and family about Toberman Becker Wealth and how they are a great financial planning firm. I absolutely recommend working with them.
  
 
  
 
 
 
 Posted on Google  
  
 
 Wendy  
 
 
 
 Trustindex verifies that the original source of the review is Google. 
When I was going through my divorce I decided to hire a financial advisor. Because I had many different investments and properties, I wanted to work with someone dedicated to consolidating my financial planning and managing all its intricacies.

Craig with Toberman Becker Wealth has done an excellent job with my financial planning. He manages my retirement and investment portfolio, but he has also helped with my children’s financial planning, figuring out the best approach to inheritances, setting up my granddaughter with a 529 plan, and navigating the tax planning for multiple properties across multiple states. He works with my other professionals, including two tax preparers and an estate planner, and when I got remarried he took on helping my husband getting him setup with a diversified portfolio.

What’s unique about Craig is how much he cares about our family situation. He’s interested in helping us plan for our long-term wealth, and not just the short-term. He's also flexible - he knows I like to travel and he works that into my financial plan. He’s willing to listen, and willing to adjust.

If you need comprehensive financial planning with people that will listen to you, Toberman Becker Wealth is the firm you need.
  
 
  
 
 
 
 Posted on Google  
  
 
 Jerry  
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Love this guy; Solid Investment Advice! Highly recommended…
  
 
  
 
 
 
 Posted on Google  
  
 
 Leigh  
 
 
 
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I have known Craig ever since he was a kid, so about 5 years ago when I started panicking about retirement, I reached out to him. In our initial meeting, I could tell he was very knowledgeable, and he immediately put me at ease.

Working with Toberman Becker Wealth over the past 5 years has made me feel very good about where we are financially. I didn’t start planning my retirement until later in life, but because of Craig, I feel good about where I’m sitting. He’s managing my retirement, investments, and he has also helped us reduce debt. He forms an entire plan so that you’ll be able to live comfortably when you retire without a huge change in your lifestyle.

Because I have known Craig ever since he was a kid, I can say this - his parents raised a really good man. He is a real gentleman, very honest, and always accommodating. Anyone I speak to, I recommend Toberman Becker Wealth to them. If you need a financial advisor, I know you will have a great experience with Toberman Becker Wealth.
  
 
  
 
 
 
 Posted on Google  
  
 
 Kirsten  
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Less than a year ago, we set out to find a financial advisor to help manage our investments and prepare more intentionally for retirement. We focused on fee-only fiduciaries with a transparent, fixed-fee structure.
Several firms came up, but Toberman Becker stood out immediately. After reviewing their services and meeting with Michael, we didn’t look further. What resonated most was their philosophy. Michael and Craig both bring experience from large firms but have deliberately chosen to work with a smaller number of clients. That combination—depth of experience paired with a more focused, high-touch model—gave us confidence in their ability to make thoughtful, well-informed decisions on our behalf.
Though we are still relatively new to the firm, Michael has consistently gone above and beyond to ensure that we feel heard, supported, and confident. He takes the time to answer our questions, walk us through our options, and help us with important financial decisions. We strongly recommend Michael as a financial advisor.