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
Location & Business Hours
Business Hours
Wed
8:30 AM to 5 PM
Thu
8:30 AM to 5 PM
Fri
8:30 AM to 5 PM
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Reviews from Web
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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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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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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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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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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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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Love this guy; Solid Investment Advice! Highly recommended…
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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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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When I retired and was able to rollover an IRA from my pension, I interviewed no less than 20 wealth managers/financial planners. Everyone of them, with the exception of TBW, responded with similar "pitches", ideas, strategies - but they did...
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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
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.