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
Thu
8:30 AM to 5 PM
Fri
8:30 AM to 5 PM
Sat
closed
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Reviews from Web
Craig is a great financial advisor. He takes the time to get to know you so he can understand your goals and aspirations. He then works with you to build an investment strategy that is tailored to your needs. He helps you with a number of different...
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Reply from Owner
October 1st, 2023 12:00 AM
Thank you, Brandon! It has been a pleasure serving you and preparing your financial plan for the future.
As a retired individual who lost my financial counselor of twenty plus years, I knew I had to find someone asap. I went to the internet and chose individuals who met my criteria and then set up appointments with each.Craig exceeded my expectations....
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Reply from Owner
October 1st, 2022 12:00 AM
Thank you for your kind words, Toni! I appreciate the opportunity to work with you. I'm glad I have been able to exceed your expectations, and look forward to planning your future for many years to come.
I recently made a career move and decided to put my finances in the care of Craig at Toberman Wealth. Craig was familiar with the process and walked me through every step. He showed great attention to detail in making sure nothing was missed...
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Reply from Owner
September 6th, 2022 12:00 AM
What a great review to read, Dusty! I'm glad you feel that I provide a high level of client service. I hope I continue to exceed your expectations while we manage your portfolio together.
I am very satisfied with the sound financial planning advice and care that I receive from Craig Toberman of Toberman Wealth. He listens to your needs and then implements a plan that fits your family and lifestyle.
Reply from Owner
October 1st, 2022 12:00 AM
Hi Christy, thank you so much for leaving a review. It's been a pleasure working with you to build an investment plan that's aligned with your goals.
The level of organization and communication matched with investment acumen tailored to his clients' needs and values are what sets Toberman Wealth and Craig apart. Craig brings a lot more than where to invest a portfolio. His clarity and discipline...
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Reply from Owner
May 23rd, 2022 12:00 AM
Hi Tom, Thank you for sharing. I'm really happy you feel the financial planning service is of great value. Here's to a bright future!
Craig is very diligent and flexible to help clients meet their financial goals. He has a great background and is very consultative in his approach to personal finance and investing. Although the market has taken a downturn recently, I think...
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Reply from Owner
September 6th, 2022 12:00 AM
Thank you for the kind words, Nick! It's a pleasure helping you put your financial plan in place.
Craig has been very helpful in helping plan our retirement and implementing the plan.
Reply from Owner
September 6th, 2022 12:00 AM
Thank you for your feedback, John. I've enjoyed working with you to build your retirement portfolio and look forward to working with you in the 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.