Picture of Mike Holtz, CFP® and financial advisor at Toberman Becker Wealth. Mike is wearing a collared white shirt under a black blazer and is smiling at the camera.

Mike Holtz, CFP®

Financial Advisor

Helping Families Build Wealth Through Every Stage of Life

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.

Professional Affiliations

“We believe education is the foundation of every strong financial plan—enabling individuals and families to make informed decisions that support their life goals.”

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. 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

    • personalized attention,
    • unbiased advice,
    • and a partner who is truly dedicated to their financial success.

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®)

Latest Insights from Toberman Becker Wealth

Using 529 Plans for Multigenerational College Planning
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Craig Toberman, CFA, CPA, CFP®

Using 529 Plans for Multigenerational College Planning

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?

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