In the News
Craig Toberman Answers Investor’s Q&A in Bloomberg
Craig Toberman Answers Investor’s Q&A in Bloomberg Is it a good idea to buy index funds for a retirement plan?
Craig Toberman, CFA, CPA, CFP®
05/23/2022
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 Answers Investor’s Q&A in Bloomberg Is it a good idea to buy index funds for a retirement plan?
How To Effectively Scale Your Small Business As You Grow Scale and growth are two exciting terms in the eyes
A small business owner’s best asset is their employees. Recruiting and retaining top talent can take your company to the next level.
Why Your Leadership Team Is So Important for A Smooth Succession Plan A company’s leadership defines the vision, growth, and
The Core Building Blocks of Small Business Succession Planning For years, you’ve put your heart into building a successful business.
Craig Toberman Featured by Bloomberg Wealth on What You Might Not Understand About Interest-Rate Hikes Craig Toberman, Founder of fee-only
What’s direct equity ownership and how will you know if it’s suitable for your business?
If you’re considering selling your business, here are critical financial and personal factors to think about.
Craig Toberman Featured by Bloomberg Wealth on How to Protect Your Portfolio in a Volatile Market Craig Toberman, Founder of
What Are Money Scripts and How Do They Affect My Financial Behavior? Money scripts uncover your personal narrative, attitude, and
How To Diversify Your Portfolio As A Small Business Owner Your business is your pride and joy. You’ve spent years
Toberman Wealth’s Family Business Services Profiled By Investor’s Business Daily Craig Toberman, Founder of fee-only financial planning firm Toberman Wealth,