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 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 Toberman Wealth as a fee-only financial advisor – we never receive compensation from anyone except the client.

When you work with Toberman 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.