Picture of Craig Toberman, CFA, CPA, CFP® and partner at Toberman Becker Wealth. Craig is wearing a collared white button-up shirt under a dark blue blazer and is smiling at the camera.

Craig Toberman

Partner, CFA, CPA, CFP®

Guiding Individuals and Families Through Every Stage of Wealth Management

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

Professional Affiliations

Education

Community
Leadership

“We believe in meeting clients where they are, building relationships that span generations.”

Cover image of book titled The Five-Year Plan: A Clear Path to Family Succession, by Craig Toberman, CFA, CPA, CFP®, MBA. The cover shows an stepping stone pathway moving in the direction of buildings and a cityscape set before a sunset, demonstrating the pathway to success brought by a clear family succession plan.

The Five-Year Plan: A Clear Path to Family Business Succession

by Craig Toberman

The Five-Year Plan is a practical guide for business owners preparing for retirement while protecting family relationships and ensuring long-term business continuity. Drawing on Craig Toberman’s direct experience advising multigenerational families, the book focuses on aligning financial decisions with shared values and a clear succession timeline.

Media Mentions

Craig Toberman has been featured in:

About Toberman Becker
Wealth

About Toberman Becker Wealth

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.

Our #1 goal is to help you grow your wealth—so you can enjoy the freedom you've earned.

FEE-ONLY. FIDUCIARY. ALIGNED

As fee-only fiduciaries, our advice is always guided by your best interest.

PERSONALIZED
PLAN

We tailor your plan to your goals, values, time horizon, and the future you want to build.

BALANCED
DECISIONS

We help you make financial decisions that fit your life today without losing sight of the future.

MONITORED &
ADJUSTED 

A strong plan weathers market fluctuations, and we update it as your goals evolve.

Tell us your goals.
We’ll help you build the
plan to get there.

Tell us your goals. We’ll help you build the plan to get there.

Infographic demonstrating the financial advantages of working with Toberman Becker Wealth. The infographic highlights their services (retirement planning, business planning, tax planning, and investment strategy) and their expertise & qualifications (CFA, CPA, MBA, CFP®)

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