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.
Missouri or Illinois for retirement? Read here to compare how each state taxes IRA withdrawals, Roth conversions, capital gains, property and estates.
Turning 65? Explore 6 tax moves for seniors that can lower your tax bill, protect your Social Security, and keep Medicare premiums in check.
Craig Toberman Featured on CNN: Guiding a Savings Challenge Participant Toward Retirement CNN’s Savings Challenge series features Craig Toberman, CPA,
RETIREMENT DECISION DASHBOARD: St. Louis financial advisor presents key timing factors to consider before a Roth conversion. Learn about the tax advantages here.
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.
Toberman Becker Wealth, a fee-only fiduciary firm, was named a 2026 “Best of the Best” Top 7 finalist among St. Louis wealth managers by Small Business Monthly.
Meet Amy Rosa, Client Service Manager at Toberman Becker Wealth, dedicated to delivering informed, personalized, and white-glove support at every stage.
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.
Learn how 401(k)s compare to other retirement plans with insights from Mike Holtz, CFP®. Get retirement planning tips for before and after retirement. Read here.
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.
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.
