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.
Financial advisor Craig Toberman shares expert tips on Roth conversions, including timing, tax impacts & the five-year rule. Learn retirement strategies here.
Thinking about investing in ETFs? Learn how they work, their pros and cons, and whether they fit into your investment strategy. Get expert insights here.
Michael Becker was recently featured in Investopedia, sharing expert insights on 457 plans and strategies to optimize retirement withdrawals. Read more here.
Craig Toberman, featured on White Coat Investor, shares strategies to help physicians maximize practice value & protect their legacy before retirement. Read here.
Printable Estate Planning Guide: Key elements & benefits, when to start planning or make revisions & who should be involved. Download a free PDF checklist here. Read more here.
In an etf.com feature, Financial Advisor Craig Toberman explains how concentration risk affects portfolios & why diversification matters. Read more.
Craig Toberman shares key risk mitigation strategies for physician practice owners in a Medical Economics feature. Learn how to protect your practice. Read more here.
What does your retirement look like after years of long hours, patient care, and demanding schedules? Read more here.
529 plans are one of the most used tools for helping families cover the cost of college or trade school. They’re well-known for their tax advantages when saving for higher education costs, but did you know that you can also use them to preserve generational wealth?
Discover how to navigate the Great Wealth Transfer with insights on its impact on families, the economy, and preparation strategies from a St. Louis advisor.
Financial Advisor Craig Toberman explains how St. Louis job growth and economic trends impact your retirement strategy. Read on to plan for a successful 2025.
Craig Toberman & Michael Becker recently announced that Toberman Becker Wealth has surpassed $100 Million in Assets Under Management. Read more here.
