Mike is a Certified Financial Planner (CFP®) professional with diverse experience in the financial services industry. He brings strong technical expertise and a client-first approach to helping families build, protect, and grow wealth at every stage of life.
Mike prioritizes financial education, explaining complex topics clearly so clients can make confident decisions. He partners closely with clients on investment strategy, retirement planning, and tax-smart projections aligned with their long-term goals. Mike earned his B.A. in Finance from Illinois Wesleyan University.
“We believe education is the foundation of every strong financial plan—enabling individuals and families to make informed decisions that support their life goals.”
"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.
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.
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 inflation impacts retirement planning & learn five strategies to protect your investments, savings, income, and long-term financial plan. Read more.
Diversification is key to managing market volatility. Financial advisor Michael Becker shares the what, why & how of portfolio diversification. Read his advice here.
Early planning is key to a successful retirement. Financial advisor Michael Becker shares decade-by-decade retirement tips from your 50s to your 70s. Read his advice.
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.
Michael Becker, CFA, CFP®, shares expert insights on Company Stock Purchase Plans in Yahoo Finance & why diversification is crucial. 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.
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.
