We are NAPFA-Registered Financial Advisors in St. Louis
Schedule a free financial planning call with one of our NAPFA advisors.
Schedule a free financial planning call with one of our NAPFA advisors.
Protect your future, build your legacy, and nurture your goals with a financial planning process solely focused on your financial well-being.
At Toberman Becker Wealth, we are NAPFA-Registered, fee-only fiduciaries committed to your best interests—no commissions, no product sales. Whether planning for retirement, managing investments, or seeking long-term security, we offer transparent, personalized strategies to help you protect, grow, and confidently enjoy your wealth.
Craig (left) and Michael (right), both NAPFA-registered advisors, work as a team to bring a client-first philosophy, deep expertise, and a research-based approach to every financial plan. They ensure that each client receives a strategy tailored to their unique goals.
We help you retire confidently while maintaining a high quality of life. Our reverse-engineered plans align with your financial goals and provide a clear roadmap for the future.
Our integrated retirement planning covers:
Your estate plan ensures your wealth is protected and distributed according to your wishes. We help you create a clear strategy for your legacy.
Our tax-planning process includes:
We design and manage investment portfolios that grow and protect your wealth while maintaining financial flexibility.
Our approach includes:
Strategic tax planning can save you thousands annually. We proactively structure your finances to minimize tax liabilities now and in the future.
Our tax-planning process includes:
We help family business owners manage growth, succession, and legacy planning to ensure long-term success.
Our expertise includes:
Book a consultation and discover how we can help you build, protect, and enjoy your 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 Free from sales quotas, outdated processes, and hidden agendas, we focus solely on your financial well-being.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.
We are located at:
1741 S Big Bend Blvd
St. Louis, MO 63117
We primarily work with clients in Missouri and Illinois, but can work with clients all over the United States.
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, ensuring our guidance always serves you best.
That being said, our fees are very straightforward. Our 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 designation of Chartered Financial Analyst (CFA) charter holder and Certified Financial Planner (CFP).
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), Chartered Financial Analyst (CFA) charter holder, and Certified Public Accountant (CPA).
We welcome you to visit this link and click Part 2 Brochures to learn more about Toberman Becker Wealth.
You can set up a complimentary financial planning call on this page here.