We are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in St. Louis
Schedule a free financial planning call with one of our CFP advisors.
Schedule a free financial planning call with one of our CFP advisors.
At Toberman Becker Wealth, we’re proud members of the Financial Planning Association (FPA®) and CFP® Professionals committed to your best interests. As fee-only fiduciaries, we don’t earn commissions or sell products.
Our guidance is always objective and transparent. Whether you’re planning for retirement, investing for long-term growth, or building financial security, we provide personalized strategies to help you protect and enjoy your wealth with confidence.
Craig (left) and Michael (right) are both dual-certified as CFP® professionals and CFA® charterholders, combining deep expertise with a client-first philosophy and a research-driven approach. This combination of credentials enables them to deliver integrated financial planning and investment management, grounded in both fiduciary care and institutional-level insight.
Retire with confidence and peace of mind. Our reverse-engineered retirement plans help you maintain your lifestyle and achieve your goals with clarity and control.
Our integrated planning process includes:
We guide family business owners through growth, succession, and legacy planning, preserving both business value and family harmony.
Toberman Becker offers concierge-level service, built from the ground up to prioritize your success. Free from sales quotas, outdated processes, and hidden agendas, we focus solely on your financial well-being. As St. Louis natives, partners Craig Toberman and Michael Becker are committed to helping individuals and the local community grow their wealth.
Toberman Becker offers concierge-level service, built from the ground up to prioritize your success. Free from sales quotas, outdated processes, and hidden agendas, we focus solely on your financial well-being. As St. Louis natives, partners Craig Toberman and Michael Becker are committed to helping individuals and the local community grow their wealth.
There is no set schedule, though we aim to meet at least twice a year, especially as your circumstances change.
Our office address is located at:
Toberman Becker Wealth
1741 S Big Bend Blvd
St. Louis, MO 63117
We primarily work with clients in Missouri and Illinois, but we can serve clients nationwide.
As a fee-only advisory firm, we are solely compensated by our clients, never by commissions or product sales, seeking to mitigate conflicts of interest. Bound by the fiduciary standard, we are legally and ethically committed to prioritizing your best interests. We take pride in building lifelong relationships in St. Louis and beyond, helping ensure our guidance always serves you best.
That being said, our fees are very straightforward. Our annual Advisory Fee is 0.75%. There’s no catch or fine print; we believe in making it easy for everyone to understand.
Michael Becker earned a Bachelor of Science in Finance and Banking from the University of Missouri–Columbia. Additionally, he holds the designations of Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) charterholder.
Craig Toberman holds a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), a Chartered Financial Analyst (CFA) charterholder, and a Certified Public Accountant (CPA).
We invite you to visit this link and click on ‘Part 2 Brochures’ to learn more about Toberman Becker Wealth.
You can set up a complimentary financial planning call on this page.
