
Is There a Sweet Spot For Doing a Roth Conversion?
Financial advisor Craig Toberman shares expert tips on Roth conversions, including timing, tax impacts & the five-year rule. Learn retirement strategies here.
Mike is a knowledgeable advisor at Toberman Becker Wealth in St. Louis. As a CERTIFIED FINANCIAL PLANNER® professional, he brings strong technical expertise and a client-first approach to helping families build and manage wealth at every stage of life. He prioritizes financial education, empowering clients to make informed decisions.
What sets Mike apart is his commitment to continuous growth. He is always expanding his knowledge to deliver better outcomes for the families he serves and values collaboration with colleagues to improve client experiences. At Toberman Becker Wealth, this commitment to learning and teamwork helps drive exceptional client experiences.
Outside of work, Mike enjoys anything related to golf—spending time with family on the course, competing with friends, and sharing his love for the sport at youth golf camps.
Craig Toberman has been featured in:
Toberman Becker Wealth is a fee-only, independent financial advisory firm. As fiduciaries, we never receive commissions or sell any investment or insurance products. The firm’s only source of revenue is the client’s fee, ensuring complete transparency and client-centered decision-making.
At Toberman Becker Wealth, clients can expect
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.

Financial advisor Craig Toberman shares expert tips on Roth conversions, including timing, tax impacts & the five-year rule. Learn retirement strategies here.

Thinking about investing in ETFs? Learn how they work, their pros and cons, and whether they fit into your investment strategy. Get expert insights here.

Michael Becker was recently featured in Investopedia, sharing expert insights on 457 plans and strategies to optimize retirement withdrawals. Read more here.

Craig Toberman, featured on White Coat Investor, shares strategies to help physicians maximize practice value & protect their legacy before retirement. Read here.

Printable Estate Planning Guide: Key elements & benefits, when to start planning or make revisions & who should be involved. Download a free PDF checklist here. Read more 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.

What does your retirement look like after years of long hours, patient care, and demanding schedules? 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?

Discover how to navigate the Great Wealth Transfer with insights on its impact on families, the economy, and preparation strategies from a St. Louis advisor.

Financial Advisor Craig Toberman explains how St. Louis job growth and economic trends impact your retirement strategy. Read on to plan for a successful 2025.

Craig Toberman & Michael Becker recently announced that Toberman Becker Wealth has surpassed $100 Million in Assets Under Management. Read more here.