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.
“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.
Learn when to claim Social Security benefits to maximize lifetime income. CFP® Craig Toberman shares expert guidance for a confident retirement. Read here.
An exit plan protects your family, business & legacy. Financial advisor Craig Toberman explains family business strategies & how to build one that works here.
What Should I Do With a 401(k) Before & After Retirement? If you’re unsure of what to do with your
St. Louis is a great city for retirees. Read here to learn why & see the 6 top neighborhoods for retirees in the St. Louis region.
RETIREMENT DECISION DASHBOARD: St. Louis financial advisor Craig Toberman explains Treasury investments in simple terms. Learn how bonds can bring peace of mind to your retirement.
Stay on track for retirement with our Retirement Planning Checklist. Financial & personal to-dos for 12, 6 & 3 months out. Learn & download the free PDF here.
Toberman Becker Wealth is excited to welcome Mike Holtz, CFP®, to our advisory team. Learn more about Mike & the value he brings to our clients here.
Craig Toberman, CPA, CFP®, CFA, shares guidance on filing strategies & deductions that make the biggest difference for the 2026 tax filing season. Read here.
Learn how inflation impacts retirement planning & learn five strategies to protect your investments, savings, income, and long-term financial plan. Read more.
Understand your risk tolerance and appetite to make smarter investments. Learn why they matter and take our free 5-minute tool to find yours. Read here.
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.
