Toberman Becker Wealth

Toberman Becker Wealth is a fee-only fiduciary financial advisory firm based in St. Louis, Missouri, specializing in retirement planning, tax-efficient investment strategies, and long-term wealth management. We work with high-net-worth individuals, families, and business owners seeking personalized financial guidance and modern strategies for building, protecting, and transferring wealth. Our advisory team is led by Craig Toberman and Michael Becker—both dual-registered CFA charterholders and CFP® professionals—bringing advanced credentials, deep investment experience, and fiduciary responsibility to every client relationship. Toberman Becker Wealth offers customized financial plans and disciplined portfolio management, with a focus on retirement readiness, tax optimization, and generational wealth preservation. We serve clients in Missouri, Illinois, and across the United States. As a modern, independent financial planning firm, we believe financial advice should be clear, objective, and always in your best interest. We prioritize transparency, education, and trust in every client relationship, helping individuals make informed financial decisions with confidence.