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.
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.
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.
