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
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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Reply from Owner
October 1st, 2025 12:00 AM
We appreciate the kind words, Dan – Here's to a bright future in your retirement!
Amazing financial partner! Very patient, trustworthy, honest, with utmost integrity. Highly recommend Craig and Toberman Becker!
Reply from Owner
October 1st, 2025 12:00 AM
Thank you for your review, Denise – It's an honor to serve as your financial advisor!
Setting up a meeting with Craig Toberman was one of the best decisions we’ve ever made. He has really taken the time to get to know our family and our financial goals. He inquired about retirement planning, expenditures, investments, income,...
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Reply from Owner
October 1st, 2024 12:00 AM
Thank you for your kind review, Nicole! It has been an honor to help your family design a financial plan together – especially when multiple generations are involved. Looking forward to continued success in our work together!
Craig was fantastic he was helpful, patient, and explained everything thoroughly. I would highly recommend Toberman Becker Wealth to anyone.
Reply from Owner
October 1st, 2024 12:00 AM
Thank you for your review, Molly! We are thrilled that you've found value in our financial planning work together.
Craig Toberman has received a review with 5 star rating from Michael H
Reply from Owner
October 1st, 2024 12:00 AM
Thank you for your review, Michael!
I wanted to share my experience with Craig,Having had negative experiences with financial advisors in the past, I approached my meetings with Craig from a wary and skeptical perspective. Craig sought to understand my situation in a very holistic...
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I wanted to share my experience with Craig,Having had negative experiences with financial advisors in the past, I approached my meetings with Craig from a wary and skeptical perspective. Craig sought to understand my situation in a very holistic...
read more
Reply from Owner
October 1st, 2024 12:00 AM
Thank you for your kind words, Mike. I’m glad you’ve found our financial planning and retirement modelling work together beneficial for your family, and I truly appreciate you taking the time to share your experience. Here’s to a happy and...
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If you are looking for someone to make you feel comfortable in this uncomfortable financial world, look no further than Craig Toberman and Toberman Wealth. Craig has helped me with financial planning for not only myself, but for my fiancé and...
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Reply from Owner
October 1st, 2023 12:00 AM
Thanks, John! Glad our planning work together is bringing some peace of mind for your financial future.
Craig Toberman has received a review with 5 star rating from Caroline B
Reply from Owner
October 1st, 2023 12:00 AM
Thanks for your review, Caroline!
Craig is incredible. I am so happy he is taking care of my financial needs.
Reply from Owner
July 18th, 2023 12:00 AM
Thank you for taking the time to share your experience! It's an honor to serve as your financial advisor and plan for your future.
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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.