Partner
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 is the author of The Five-Year Plan: A Clear Path to Family Business Succession, a practical guide that helps business owners plan for retirement while preserving family relationships and business continuity. The book draws on his direct experience helping multigenerational families align their finances with long-term values. Visit his Amazon Author Page and Audible Author Page to learn more about his writing and audiobook work.
He earned a Bachelor of Science (B.S.) in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) in Finance from Saint Louis University.
Craig Toberman holds multiple advanced credentials: Certified Financial Planner (CFP®) professional, Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA). These certifications reflect his deep expertise in investments, financial planning, and tax strategy.
Craig is a member of several trusted organizations in the financial advisory profession, including the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, Financial Planning Association, XY Planning Network, and the Mid County Chamber of Commerce. Craig serves on the Board of Family Hospice and Heartlinks Grief Center in the St. Louis, Missouri area.
His insights have been featured in national and local media outlets, including Bloomberg, CNN Business, Yahoo Finance, FOX 2 St. Louis, Riverfront Times, the St. Louis Post-Dispatch, Medical Economics, and Morningstar.
He 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.
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.
Toberman Becker Wealth is a partner of FOCUS St. Louis and is proud to be part of the #STLMade community.
