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  • Craig Toberman, CFA, CPA, CFP®
  • 01/03/2024

Introducing Toberman Becker Wealth and Our Newest Team Member

We have exciting news! Toberman Wealth is now Toberman Becker Wealth – and proud to announce the expansion of our team with the addition of Partner and Certified Financial Planner Michael Becker, CFA, CFP®. Born and raised in Webster Groves, Missouri, Michael joins us with extensive experience and credentials from a national Registered Investment Advisory firm.

Craig Toberman, Partner at Toberman Becker Wealth, will stay at the helm of his client relationships to ensure ongoing consistency and provide the personalized attention clients have come to expect. Despite our growth, there will be no changes to the services, attention, and pricing offered to the firm’s clients.

Rooted deeply in the communities we serve, Toberman Becker Wealth remains committed to delivering fee-only financial planning services in line with fiduciary values, while expanding our range of expertise. With a growing base of over 50 families and assets surpassing $50 million under management, we remain dedicated to delivering tailored and expert financial guidance.

“As we transition to Toberman Becker Wealth, our commitment to prioritizing our clients’ needs remains unwavering,” states Craig Toberman. “The addition of Michael Becker enriches our team, allowing us to offer an even broader range of expertise while maintaining the same values and personalized approach we’ve always upheld.”

To meet Michael, please feel free to book a complimentary call with him here.


BOOK A COMPLIMENTARY CALL

Craig Toberman, CFA, CPA, CFP®
Craig Toberman, CFA, CPA, CFP®

Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.

  • Financial Planner St. Louis Retirement planning

Recent Posts

  • Craig Toberman Breaks Down Safe Havens, Annuities & LTC in Bankrate Features
  • Craig Toberman Featured on CBS News: Why Credit Card Rates May Stay High Longer Than You Think
  • Craig Toberman Featured in Morningstar on How A Proposed Tax Bill Could Boost HSAs for Retirement
  • Michael Becker on Navigating Private Markets with Confidence, as Featured in Financial Planning
  • Craig Toberman Releases New Book on Family Business Succession Planning

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Toberman Becker Wealth is a fee-only financial advisory firm based in St. Louis, Missouri. We believe in comprehensive financial planning that helps families achieve their goals.

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  • Toberman Becker Wealth
    1741 S Big Bend Blvd
    St. Louis, MO 63117
  • (314) 783-9860
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Toberman Becker Wealth, LLC (“Company”) is an SEC-registered investment adviser based in St. Louis, Missouri. Registration does not imply any specific level of skill or endorsement. The Company complies with SEC filing requirements in states where it serves clients. This website is for informational purposes only and should not be considered personalized advice or a solicitation to buy or sell securities. All investments involve risk, including potential loss of principal, and past performance does not guarantee future results. Links to third-party content are for informational use only and do not imply endorsement. The Company makes no guarantees regarding the accuracy or completeness of external content, which users should evaluate independently. This includes tools like Calendly, Google Maps, and social media—clicking these links means you are leaving our site and subject to third-party terms and privacy policies.
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