Toberman Becker Wealth, LLC
Toberman Becker Wealth, LLC (CRD# 310346) is a financial advisory firm headquartered in Saint Louis, MO. They manage $54,425,613 in 224 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management54MILLION
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Total Number of Accounts224ACCOUNTS
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Average Account Value$242,971
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, MO, TX
Craig Toberman is the Founder of Toberman Wealth – a fee-only financial advisor based 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, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.
Michael Becker (CRD# 6761484) is an Investment Advisor Representative working at Toberman Becker Wealth, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.