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
Thu
8:30 AM to 5 PM
Fri
8:30 AM to 5 PM
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Reviews from Web
About 3 years ago, when my wife and I were about 3 to 4 years from retirement, we started looking for a financial advisor. We wanted to find someone who was a fiduciary and also highly rated in the local community. We set up a meeting with...
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Reply from Owner
May 1st, 2026 12:00 AM
It's great to hear your new retirement timeline is working out so well, Greg. We value the trust you both have placed in us over the last few years navigating those complex tax and social security decisions. No need to worry about the weekend...
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I have a strong background in not-for-profit finance and I’ve always handled my own financial affairs. As I get close to retirement, I saw there are specialized areas in which I need expert advice, such as bond ladders and Roth conversions....
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Reply from Owner
May 1st, 2026 12:00 AM
It's a pleasure working with you and we really appreciate you sharing your experience, Ken. We take a lot of pride in explaining the inner workings of our strategies to help make sure you feel confident with our recommendations. Your background...
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I started exploring retirement planning in my late 50's and initially met with an advisor who recommended annuities. After doing some research, I decided to seek out a “Fiduciary” and “Fee-Only” wealth manager—which led me to Craig Toberman...
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Reply from Owner
May 1st, 2026 12:00 AM
Thank you so much for sharing your story and for the kind words about our work together, Tina. Honored to help you navigate that unexpected transition and turn a stressful time into a confident early retirement. It's rewarding to see you enjoying...
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Toberman Becker Wealth (TBW) has been an excellent partner in managing our investment portfolio and guiding our retirement planning over the years. We were first introduced to Craig at a presentation where he discussed his use of Monte Carlo...
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Reply from Owner
May 1st, 2026 12:00 AM
Thank you so much for such a thoughtful and detailed review, Bob! It’s truly been a pleasure working with you over the years. I’m glad to hear that our focus on clear communication and fiduciary standards has given you the confidence you need...
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Working with Craig Toberman and his team at Toberman Becker Wealth has given us the peace of mind and expertise we were looking for. After spending a year researching and interviewing other investment firms, Craig was highly recommended by...
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Reply from Owner
May 1st, 2026 12:00 AM
Thank you so much for the kind review, Stacie! It was a pleasure to hear that our collaborative approach has given you the peace of mind you were looking for. We take a lot of pride in helping our clients organize their investments and see...
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We have been working with Toberman Becker Wealth since June 2022. If you are looking for steady, reasoned, professional financial planning, TBW will provide it.
Reply from Owner
November 1st, 2025 12:00 AM
Thank you, Mike! We're honored to have earned your trust over these 3+ years. We look forward to continuing to serve you in retirement with the approach you've come to expect from our firm.
Michael is incredibly knowledable, intelligent, and kind. This firm has a huge range of skills to tailor advising or plans to different individual needs, and I can tell they always put the human first in the management they do and the advice...
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Reply from Owner
October 1st, 2025 12:00 AM
Thank you so much for your review, Rachael – your kind words made our day! We work hard to take the stress out of money and retirement planning, and knowing our approach resonated with you is exactly why we do this.
Toberman Becker Wealth are the best! We actually enjoy meeting with them to see how our retirement investment has grown. I highly recommend them to everyone both in Missouri and Illinois. Everything is completely explained to you how changes...
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Reply from Owner
October 1st, 2025 12:00 AM
Thank you for your review, Frank – We are honored to serve as your financial advisor!
Craig is awesome
Reply from Owner
October 1st, 2025 12:00 AM
Thank you for your review, Marjorie – here's to a prosperous financial future!
Highly skilled financial professional. Honest and open, available, and accessible. Craig is a great partner in managing my retirement and future. He has also referred us to an attorney for wills and trusts.Craig encourages questions and reviews...
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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.