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

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5.0

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My wife and I have been working with Toberman Becker Wealth since June of 2025. We’d never worked with a financial advisor before, but I hit a crossroads where I didn’t know if I should - or even could - retire, so we wanted to speak with a...

Reply from Owner

July 1st, 2026 12:00 AM

Thanks for taking the time to leave a review, Rich. We appreciate your kind words about our communication style and straightforward fee-only approach. Thank you for trusting us with your investment planning, tax planning, and retirement planning...

After moving from Illinois to St. Louis and parting ways with our previous financial advisor, we began searching for someone who checked a few important boxes. We were looking for a young, CFP®-qualified, fee-only fiduciary who could guide...

Reply from Owner

July 1st, 2026 12:00 AM

Thanks so much for sharing your experience, Gary. We’re glad we could work with you on your investments and long-term financial goals and connect you with an accountant as part of your estate planning process. It means a lot to hear that our...

As my business grew, I knew I needed a financial planner to help manage my personal and business finances, so hiring Craig and Toberman Becker Wealth was a no-brainer. I’ve known Craig for a long time, and he’s a great guy I knew I could trust....

Reply from Owner

July 1st, 2026 12:00 AM

Thanks so much for leaving this thoughtful review, Chris! We truly appreciate your trust and are grateful for the opportunity to work with you. It's been a pleasure helping you navigate your personal and business planning needs. Here's to many...

We have known Craig personally throughout his life and engaged his services as our wealth advisor about seven years ago as we struggled planning our retirement and business succession. We had formed an expensive trust into which we wanted to...

Reply from Owner

July 1st, 2026 12:00 AM

Thanks for taking the time to leave this kind review, Dan. We appreciate your trust and are grateful for the opportunity to work with you and your family. Here's to many years of success for you, your family, and your family business!

With plenty of options for financial advisors in the St. Louis region, my wife and I conducted extensive research and several interviews before choosing Toberman Becker Wealth–and we haven’t looked back.Now both retired, we were looking for...

Reply from Owner

May 1st, 2026 12:00 AM

John, you both did the hard work up front by researching financial advisors, so it’s good to hear the experience has matched what you were looking for. Thank you for your review. We are intentional about making the planning process clear during...

I have known Craig for 20 years and have had him as my wealth manager for the last 4. Trust is a huge factor when giving someone access to your finances, so when I decided to hire a financial planner, Craig was the obvious choice. He’s smart,...

Reply from Owner

May 1st, 2026 12:00 AM

Danny, thank you for the thoughtful review and for trusting TBW with your planning and investments. We’re glad our approach has helped take some of the weight off your plate while keeping your plan in line with your business goals and life...

Michael has been helping me with my retirement planning and investment management for about 6 or 7 months now, and I have been very pleased with the experience so far. I’d worked with an out-of-town advisor previously, but as I near retirement,...

Reply from Owner

May 1st, 2026 12:00 AM

This means a lot – thank you, Roya! We're glad Michael has helped you get everything organized and feel more comfortable with the market. We appreciate your trust and are grateful for the fact that you’ve recommended us to others.

Based in California, we set out to find a fee-only fiduciary financial advisor who could guide us through retirement by building and managing our portfolio. About three years ago, we turned to the XY Planning Network for recommendations. While...

Reply from Owner

May 1st, 2026 12:00 AM

Thank you for the kind words and for your trust, Andy! We're glad the projections and planning have helped make the decisions clearer and kept the plan coordinated for you both. We appreciate the relationship and look forward to continuing...

My husband Bob and I have been working with Craig for about 6 years now. Bob was about a year out from retirement and we were looking for a financial advisor to help us put a plan in place. A good friend of ours recommended Craig. We trust...

Reply from Owner

May 1st, 2026 12:00 AM

Sally, thank you for sharing this and for trusting us over the past six years. Helping you and Bob make clear retirement decisions and stay confident through market ups and downs has been a privilege. We’re grateful for your recommendations...

Working with Toberman Becker Wealth has been great! Any time I have a problem, whether I text, call, or email them, I get an immediate response. I actually encountered a big problem with my previous advisor when I switched to Toberman Becker...

Reply from Owner

May 1st, 2026 12:00 AM

Thank you for sharing this, Mike! Thanks also for trusting us through your transfer. We’re glad we could stay on it and help bring peace of mind. Personalized planning and responsive service are exactly what we aim to provide. We’re grateful...

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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 - Partner
Jul 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®

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.