Guiding Individuals and Families Through Every Stage of Wealth Management
With over a decade in financial services, Craig Toberman helps the firm provide strategic guidance and peace of mind to its clients. His robust expertise is built on a unique blend of credentials, including CFA, CPA, CFP®, and MBA, ensuring a comprehensive and long-term approach to wealth planning.
Craig partners with clients to focus on what matters most: planning, protecting, and growing their wealth.
Craig earned his B.S. in Agricultural and Consumer Economics from the University of Illinois and his MBA in Finance from Saint Louis University. Clients appreciate his down-to-earth style, technical depth, and commitment to helping them make confident decisions at every stage of life.
“We believe in meeting clients where they are, building relationships that span generations.”
Craig Toberman has been featured in:
"At Toberman Becker Wealth, we help you grow wisely, plan thoughtfully, and enjoy the freedom you've earned."
Schedule a complimentary call with our team to share your goals and discover how our guidance will help you achieve them.
Craig Toberman, featured in Bankrate, shares expert insights on safe havens, annuity pitfalls & long-term care funding, with practical guidance for uncertain times.
Financial expert Craig Toberman, featured on CBS News, shares why credit card rates may stay high & how consumers can manage debt in today’s economy. Read here.
Learn how Craig Toberman views proposed HSA changes in the new tax bill and how they could benefit your retirement and healthcare planning. Read here.
Craig Toberman’s book, The Five-Year Plan, guides family business owners through a smooth retirement transition & a lasting legacy. Read how to get started.
Financial advisor Craig Toberman shares expert tips on Roth conversions, including timing, tax impacts & the five-year rule. Learn retirement strategies here.
Craig Toberman, featured on White Coat Investor, shares strategies to help physicians maximize practice value & protect their legacy before retirement. Read 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.
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?
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.
St. Louis financial advisor shares 5 ways to optimize your Social Security strategy for maximal income. When should you start collecting benefits? Find out here.
