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.
CFP® certification has been the gold standard of excellence for financial planners for 50 years. Obtaining the certification requires extensive training, examinations, and experience, as well as a commitment to adhering to fiduciary standards.
All members of the Toberman Becker Wealth team are CFP® certificants, meaning our advisors have the know-how to build a holistic financial plan – and the ethical commitment to put your best interests first.
The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER® professionals and others who support the financial planning profession. It fosters high standards of professional competence and ethics while providing resources, education, and community for its members.
At Toberman Becker Wealth, we’re proud FPA® members 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.
Mike uses strong technical expertise and financial education to help families navigate complex financial decisions. He specializes in aligning investment, retirement, and tax planning with long-term financial goals.
Michael (left), Craig (middle), and Mike (right) are CFP® professionals, combining deep expertise with a client-first philosophy and a research-driven approach. This certification 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 Wealth 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 Free from sales quotas, outdated processes, and hidden agendas, we focus solely on your financial well-being.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 citizens of St. Louis, Craig, Michael, and Mike are committed to helping individuals and the local community grow their wealth.
Toberman Becker Wealth 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 citizens of St. Louis, Craig, Michael, and Mike 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 is Certified Financial Planner® (CFP®) professional and a 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®) professional, a Chartered Financial Analyst® (CFA®) charterholder, and a Certified Public Accountant (CPA).
Mike Holtz holds a Bachelor of Arts (B.A.) degree in Finance from Illinois Wesleyan University. He is a Certified Financial Planner® (CFP®) professional.
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.
Schedule a complimentary call to share your goals and discover how
our guidance will help you achieve them.