Picture of Mike Holtz, CFP® and financial advisor at Toberman Becker Wealth. Mike is wearing a collared white shirt under a black blazer and is smiling at the camera.
Helping Families Build Wealth Through Every Stage of Life

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.

Proven Success. Trusted by St. Louis Families.

Over $100M in assets under management
$ 0 M
Helping 75+ families achieve financial clarity
0 +

Guided by 2 dual-certified CFA/CFP® professionals

“We believe education is the foundation of every strong financial plan—enabling individuals and families to make informed decisions that support their life goals.”

Professional Affiliations

"At Toberman Becker Wealth, we help you grow wisely, plan thoughtfully, and enjoy the freedom you've earned."

Let’s Talk About Your Goals

Schedule a complimentary call with our team to share your goals and discover how our guidance will help you achieve them.

Insights From The Blog