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.
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.
Choosing a financial advisor can be overwhelming. In this article, Michael Becker, CFP® professional, shares questions to ask & what to look for in a trusted advisor. Read 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.
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.
