
Family-Owned Businesses Are Economic Powerhouses, How Can We Keep Them Thriving?
Why do small family businesses play such a vital role in the U.S economy, and how can a plan help them thrive?
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.
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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.

Why do small family businesses play such a vital role in the U.S economy, and how can a plan help them thrive?

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