Craig Toberman (CFA, CFP®, CPA, MBA)

Craig Toberman focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

At Toberman Becker Wealth , we value the opportunity to work with you to create a legacy-focused financial plan that aligns with your values. Together, we work with our clients to plan their financial future – from coordinating an investment strategy to reducing taxes. Yet, our mission is much deeper.

We believe wealth is a tool for doing remarkable good when managed with 1) clarity, 2) organization, and 3) communication. Wealth has a powerful ability to shape the values of your children, grandchildren, and great-grandchildren, but it can also come between them if even one of these factors is missing.

We are here to walk with you for generations. Our firm believes in putting relationships first, and always building a financial plan on a strong foundation of trust. This is why we structured our firm as a fee-only financial advisor – we never receive compensation from anyone except the client.

When you work with Toberman Becker Wealth, you’re part of our family. We walk the highs and lows of life with you, and help you to navigate financial questions along the way.

From our family to yours, let’s create a plan to grow your wealth and bring your family closer in the process.

Additional Information

Craig Toberman is a partner at Toberman Becker Wealth in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.

Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).

Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, Financial Planning Association, and XY Planning Network. He has recently been featured in Bloomberg, CNN Business, FOX 2 St. Louis, and CBS News.