Craig Toberman

CFA, CFP, CPA, MBA

Toberman Becker Wealth - St. Louis, MO

5.0

(57)

Contact Info

https://tobermanbecker.com

https://craigtoberman.com

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

View All days

Search Reviews

Write a Review

5.0

(57)

Filter by Date

Range

Filter by Rating

5 Star

100%

4 Star

3 Star

2 Star

1 Star

Google

5.0

(57)

Reset all filters

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...

Reply from Owner

July 1st, 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...

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...

Reply from Owner

July 1st, 2026 12:00 AM

It’s clear you did your research, Mark, and we’re so glad that research led you to the Toberman Becker Wealth team. We pride ourselves on our data-backed decision-making and modeling as part of our financial planning process. It means a lot...

I’m a paramedic and firefighter in St. Louis and even though I’m not close to retirement, I knew I needed a financial advisor to help with financial planning. My father always instilled good financial behaviors in me, so when he recommended...

Reply from Owner

July 1st, 2026 12:00 AM

Thank you so much for this review, Rachel. We truly appreciate your kind words and the opportunity to work with you on your financial planning needs. As always, we’re here to answer any questions and help keep your financial plan aligned with...

I hired Toberman Becker Wealth about 3 years ago, when I was approaching retirement. Before, I had been doing my own money management but I felt that retirement needed a higher caliber of planning.Craig Toberman was recommended to me by my...

Reply from Owner

July 1st, 2026 12:00 AM

Thanks for the review, Lynn, and thanks to your brother-in-law for recommending us. We appreciate the opportunity to work with you on your financial plan, diversified portfolio, and retirement planning needs. Thank you for your trust in our...

In 2023, my husband was approaching retirement and made the decision to seek out the services of a financial planner to assist with professional guidance for our finances.. He chose Craig from Toberman Becker Wealth, and together they restructured...

Reply from Owner

July 1st, 2026 12:00 AM

Maureen, thank you for sharing your experience. We were honored to work with you during an important transition and assist with the financial planning considerations related to the estate. Thank you for your kind words and for recommending...

I found Toberman Becker Wealth in my online search for a financial advisor who was a legal fiduciary that worked on a fee-only basis.I was impressed by what their website promoted: transparent, fee-only legal fiduciaries, in a relatively small...

Reply from Owner

July 1st, 2026 12:00 AM

Thank you for taking the time to leave this kind review. We are grateful for your trust and for the opportunity to work with you!

After switching from a large firm, we were looking for an advisor who offered a more personalized approach; someone locally based, close to our home in DeMun, with roots in St. Louis, and younger so we could build a long-term relationship....

Reply from Owner

July 1st, 2026 12:00 AM

Thank you, Nancy, for this kind review and for trusting us with your retirement planning! We’re grateful for the opportunity to work with you and other families throughout the St. Louis area as a fee-only financial planning firm. We’re always...

I’ve known Craig for a few years and started working with him towards the end of 2025. Although I’d been working with someone to manage my finances at the time, when friends and relatives shared they needed financial advising services, I referred...

Reply from Owner

July 1st, 2026 12:00 AM

Thanks for this feedback, Tim! We appreciate the opportunity to work with you on your wealth management and retirement planning needs. Clear communication and a client-centered approach are important parts of our process, and we’re grateful...

Craig Toberman is truly a standout financial advisor who takes the time to deeply understand his clients before making a single recommendation — their short and long-term goals, lifestyle, priorities, and personality all factor into the tailored...

Reply from Owner

July 1st, 2026 12:00 AM

Kelley, thanks so much for this kind review. We appreciate the opportunity to work with you and provide a wealth management process tailored to your own goals. We take pride in building financial plans that support thoughtful decision-making...

My wife and I have worked with Toberman Becker Wealth for approximately 1.5 years and would highly recommend themto anyone who needs a financial advisor.We decided to hire a financial advisor to assist with retirement planning, investment management,...

Reply from Owner

May 1st, 2026 12:00 AM

Dave, thank you very much for sharing this and for trusting Toberman Becker Wealth with your family's financial planning. We’re glad Michael has helped bring structure to your retirement and investment decisions. It means a lot to know the...

11–20 of 57

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

Search Rank ScoreLearn More →

What is the Search Rank Score®?

Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.

Positions

Toberman Becker Wealth - Partner
Jul 7th, 2020 - Current

Memberships

XY Planning Network
Financial Planning Association
Fee-Only Network

View All

Addresses and Serving Areas

Primary Serving Area

Other Serving Areas

Year Started

2020

Time Zone

Central Standard Time (CST)

Licenses

CFA
CPA
CFP®

Gallery

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.