Craig Toberman is a Partner at Toberman Becker Wealth, a fee-only fiduciary financial advisory firm based in St. Louis, Missouri. He provides strategic financial planning and long-term wealth management for families and business owners. With more than a decade of experience, Craig has developed personalized financial plans for hundreds of clients across St. Louis and nationally.
Craig lives in the St. Louis area with his wife, Ally, and their sons, Hank and Dean. Together, they enjoy hiking at Castlewood State Park and visiting the Missouri Botanical Garden.
Craig Toberman has been featured in:
Toberman Becker Wealth is a fee-only, independent financial advisory firm. The firm does not earn commissions or sell investment or insurance products. Compensation comes solely from client fees, which helps reduce potential conflicts of interest and supports objective, advice-driven planning. The firm’s structure is designed to prioritize transparency, accountability, and long-term coordination with each client’s financial goals.
As fee-only fiduciaries, our advice is always guided by your best interest.
We tailor your plan to your goals, values, time horizon, and the future you want to build.
We help you make financial decisions that fit your life today without losing sight of the future.
A strong plan weathers market fluctuations, and we update it as your goals evolve.
An exit plan protects your family, business & legacy. Financial advisor Craig Toberman explains family business strategies & how to build one that works here.
Learn how inflation impacts retirement planning & learn five strategies to protect your investments, savings, income, and long-term financial plan. Read more.
Understand your risk tolerance and appetite to make smarter investments. Learn why they matter and take our free 5-minute tool to find yours. Read 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.
Craig Toberman’s book, The Five-Year Plan, guides family business owners through a smooth retirement transition & a lasting legacy. Read how to get started.
Financial advisor Craig Toberman shares expert tips on Roth conversions, including timing, tax impacts & the five-year rule. Learn retirement strategies here.
Craig Toberman, featured on White Coat Investor, shares strategies to help physicians maximize practice value & protect their legacy before retirement. Read here.
In an etf.com feature, Financial Advisor Craig Toberman explains how concentration risk affects portfolios & why diversification matters. Read more.
Craig Toberman shares key risk mitigation strategies for physician practice owners in a Medical Economics feature. Learn how to protect your practice. Read more here.
529 plans are one of the most used tools for helping families cover the cost of college or trade school. They’re well-known for their tax advantages when saving for higher education costs, but did you know that you can also use them to preserve generational wealth?
