Trusted St. Louis Financial Advisors Proudly Serving Through the Fee-Only Network
Schedule a complimentary financial planning session with a fiduciary advisor from the Fee-Only Network.
Schedule a complimentary financial planning session with a fiduciary advisor from the Fee-Only Network.
"Your wealth should work for you—not the other way around. Let’s build a future on clarity, strategy, and trust."
Plan smarter, grow your wealth, and build a legacy—with financial strategies built solely around your goals.
At Toberman Becker Wealth, we are 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.
Michael (left), Craig (middle), and Mike (right), all Fee-Only Network members, work as a team to bring a client-first philosophy, deep expertise, and a research-based approach to every financial plan. They ensure each client receives a strategy tailored to their unique goals.
At Toberman Becker Wealth, we provide comprehensive financial planning tailored to your needs. Our holistic approach ensures every strategy aligns with your long-term goals while allowing you to enjoy life today.
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.
Your estate plan can:
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:
Speak with a fee-only advisor and start your path to financial security today.
A fee-only financial advisory firm charges a flat fee for its services and does not receive outside compensation. This structure helps mitigate conflicts of interest, ensuring the focus remains on clients’ financial goals rather than commissions on specific investments.
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.
Partners Craig Toberman and Michael Becker both grew up in and attended school in the St. Louis region. Today, they, along with Mike Holtz, live in the St. Louis region. They strive to help others here grow their wealth and the wealth of this community.
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
Yes, we serve the St. Louis region and 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.
We charge a straightforward 0.75% advisory fee—no hidden costs, no commissions.
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.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Michael Becker earned a Bachelor of Science degree in Finance and Banking from the University of Missouri – Columbia. He also holds designations as a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner (CFP®).
Mike Holtz earned a Bachelor of Arts degree in Finance from Illinois Wesleyan University. Additionally, he holds the Certified Financial Planner (CFP®) designation.
We welcome you to visit this link and click Part 2 Brochures to learn more about Toberman Wealth.
Ready to gain clarity on your financial future? Schedule your free financial planning call today.