Michael Becker (CFA, CFP®)

Michael Becker focuses in the
following client markets or areas of practice:

Business Owners

High Net Worth Client Needs

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

Michael is a highly knowledgeable and experienced partner at Toberman Becker Wealth in St. Louis. With his expertise in investment management, behavioral finance, and retirement planning, Michael is dedicated to providing his clients with the best financial guidance possible.

Michael earned a Bachelor of Science degree in Finance and Banking from the University of Missouri – Columbia. Additionally, he holds designations as a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner (CFP).