Craig Toberman
CFA, CFP, CPA, MBA
Toberman Becker Wealth - St. Louis, MO
Craig Toberman, CFA, CPA, CFP®, is a partner at Toberman Becker Wealth, a fee-only financial advisory firm in St. Louis. He specializes in retirement planning, tax-efficient investing, and family business succession. With over a decade of e... Show More
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8:30 AM to 5 PM
Wed
8:30 AM to 5 PM
Thu
8:30 AM to 5 PM
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Reviews from Web
Three years ago, unhappy with our support at the time, we decided it was time to find someone new. Though we weren't ready to retire, we would be soon, and we wanted someone who was more than an advisor; we wanted a financial partner in our...
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Reply from Owner
June 19th, 2026 12:00 AM
Thank you for taking the time to share your experience! We appreciate the opportunity to serve as your financial advisor and partner in your retirement planning and long-term financial planning journey. Building lasting relationships with our...
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After my mom died, I didn’t know what to do with my inheritance, and I had no interest in becoming a financial expert. I knew I needed someone to help manage my inheritance and my retirement plan, and who would translate their knowledge into...
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Reply from Owner
June 19th, 2026 12:00 AM
Thanks for the thoughtful review, Donna, and for trusting us with your financial planning. We appreciate the opportunity to work with you on inheritance planning, retirement planning, and investment planning. Thank you for your kind words and...
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I have been working with Michael Becker of Toberman Becker Wealth for approximately one year, and they have been an invaluable partner in managing my family’s financial future. I was looking for a financial advisor to help me with estate planning...
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Reply from Owner
June 19th, 2026 12:00 AM
Thanks so much for taking the time to leave a review, Jim! We appreciate the opportunity to work with you and your family on your financial planning needs. We're glad to hear that our communication and planning process have been valuable to...
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Craig has been helping our family with our investment and retirement planning for about three years now, and we couldn’t be happier with the experience.When my husband and I started looking for a financial advisor, we wanted to find someone...
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Reply from Owner
June 19th, 2026 12:00 AM
Shea, thanks so much for taking the time to leave this review. We appreciate the opportunity to work with you on your financial planning needs. Building long-term client relationships and maintaining a collaborative financial planning process...
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I contacted Toberman Becker Wealth about two years ago because I wanted to invest my money rather than letting it sit in the bank collecting simple bank interest. I retired after working for the government for 31 years, and I wanted the money...
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Reply from Owner
June 19th, 2026 12:00 AM
Thanks for the kind review, Alisia. We’re grateful that your search for a fiduciary financial advisor led you to our team. We appreciate the opportunity to work with you and your family through a collaborative financial planning process and...
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When I was going through my divorce I decided to hire a financial advisor. Because I had many different investments and properties, I wanted to work with someone dedicated to consolidating my financial planning and managing all its intricacies....
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Reply from Owner
June 19th, 2026 12:00 AM
Thanks for the thoughtful feedback, Wendy, and for trusting us to work with you during an important transition. We appreciate the opportunity to assist with your retirement planning and investment planning. Thank you for your trust in our team...
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I have known Craig ever since he was a kid, so about 5 years ago when I started panicking about retirement, I reached out to him. In our initial meeting, I could tell he was very knowledgeable, and he immediately put me at ease.Working with...
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Reply from Owner
June 19th, 2026 12:00 AM
Thanks for this kind feedback and for trusting us with your retirement planning. We appreciate the opportunity to serve as your financial advisor. We are grateful for your confidence in our team and look forward to continuing to support you...
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Love this guy; Solid Investment Advice! Highly recommended…
Reply from Owner
June 19th, 2026 12:00 AM
Thanks for the 5-star review, Jerry. We appreciate your trust and are grateful for the opportunity to work with you!
Less than a year ago, we set out to find a financial advisor to help manage our investments and prepare more intentionally for retirement. We focused on fee-only fiduciaries with a transparent, fixed-fee structure.Several firms came up, but...
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Reply from Owner
June 19th, 2026 12:00 AM
Kristen, thank you for leaving this thoughtful review. We appreciate the opportunity to work with you on your investment planning and retirement planning needs. Thank you for placing your trust in our fee-only, fiduciary team. We look forward...
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I am a newly stay-at-home mom because we are planning a big overseas move, and it’s thanks to Toberman Becker Wealth that we feel confident in starting this new chapter in our lives.We were connected with TBW and Michael Becker in 2024 through...
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Reply from Owner
June 19th, 2026 12:00 AM
Nicole, thank you so much for this thoughtful review. We appreciate the opportunity to work with you on your financial planning, inheritance planning, and investment planning needs. Thank you for placing your trust in our team, and we look...
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About
Craig Toberman, CFA, CPA, CFP®, is a partner at Toberman Becker Wealth, a fee-only financial advisory firm in St. Louis. He specializes in retirement planning, tax-efficient investing, and family business succession. With over a decade of experience and credentials in financial planning, accounting, and investment analysis, Craig helps clients align their wealth with long-term goals. His work has been featured in Bloomberg, MarketWatch, and Morningstar. Toberman Becker Wealth is led by two dual-certified CFA, CFP® professionals and serves clients in St. Louis and across the country with values-based, personalized financial advice.
Products & Services
Financial Advisor
Specialities
Wealth Management
Financial Advisory
Retirement Planning
Financial Planning
Tax Planning
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Positions
- Toberman Becker Wealth - PartnerJul 7th, 2020 - Current
Memberships
- XY Planning Network
- Financial Planning Association
- Fee-Only Network
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Addresses and Serving Areas
Primary Serving Area
Other Serving Areas
Year Started
2020
Time Zone
Central Standard Time (CST)
Licenses
- CFA
- CPA
- CFP®
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Disclaimer
Toberman Becker Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. The information presented is for informational purposes only and is not intended as investment, legal, or tax advice. All content is provided as general guidance and may not be suitable for every investor. Advisory services are offered only through a written advisory agreement and only where Toberman Becker Wealth is properly registered, exempt, or excluded from registration. Past performance is not a guarantee of future results. Investing involves risk, including the potential loss of principal. For additional information, please refer to our Form ADV and disclosures available upon request or at the SEC’s Investment Adviser Public Disclosure website.