Toberman Becker Wealth, LLC

Michael Becker is a CFP® with eight years of industry experience. He is currently an advisor at Toberman Becker Wealth, LLC, where he has worked since 2024. His prior experience includes roles at Hightower, MML Investors Services, Mass Mutual Life Insurance, Stifel Nicolaus, and The St. Louis Trust Company. Toberman Becker Wealth provides discretionary portfolio management and comprehensive financial planning primarily to individuals and high-net-worth clients aged 50 and older who are retired or planning for retirement. The firm employs a Modern Portfolio Theory-based investment approach using mainly passive, low-cost index funds and ETFs, tailoring asset allocation to each client’s needs and incorporating fundamental and tax considerations.

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, and XY Planning Network. He has recently been featured in Bloomberg, CNN Business, and InvestmentNews. Craig lives in the greater St. Louis area with his wife, Ally and son, Hank. They enjoy hiking at Castlewood State Park and visiting the Missouri Botanical Garden. Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Craig never receives commissions or sells any investment products or insurance. The client’s fee is the firm’s only source of revenue.

Michael Holtz is a CFP® professional at Toberman Becker Wealth, LLC with approximately five years of experience in financial advisory roles. His prior experience includes positions at Matter Family Office and Mariner Wealth Advisors. Toberman Becker Wealth provides discretionary portfolio management and comprehensive financial planning primarily for individuals age 50 and older who are retired or planning retirement. The firm uses a Modern Portfolio Theory-based investment approach focused on passive, low-cost index funds and ETFs, with some selective active management, and offers financial plans at no additional fee.