CFA®, CPA, CFP®
Toberman Wealth, LLC
CFA®, CPA, CFP®
Toberman Wealth, LLC
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Craig Toberman, CFA®, CPA, CFP®
Fee-Only financial planner located in St. Louis, MO serving clients locally and across the country
Craig Toberman is a St. Louis, MO fee-only financial planner. Toberman Wealth, LLC provides comprehensive financial planning and retirement planning and family business planning to help business owners, entrepreneurs and family businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Craig Toberman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Craig Toberman is the Founder of Toberman Wealth. 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 Public Accountant (CPA), Certified Financial Planner (CFP), and Chartered Financial Analyst (CFA) charterholder.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.
Craig Toberman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Toberman Wealth serves families in a fee-only, independent, and fiduciary capacity. Craig never receives commissions or sells any investment products or insurance. The client’s fee is the firm’s only source of revenue. Because he designed the firm from the ground up, Craig’s clients enjoy a transparent and sales-free retirement planning experience.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Craig Toberman is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Craig Toberman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Craig Toberman is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Craig Toberman is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Craig Toberman is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Craig Toberman is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Craig Toberman is Quoted in InvestmentNews: "Advisers anticipate retirement-planning flexibility SECURE 2.0 offers"
Craig Toberman is Quoted on CBS News - Moneywatch: "How to buy I-bonds, the surprise hot investment of 2022"
Craig Toberman, "Founder of Toberman Wealth explains why October is Financial Planning Month" on Fox News 2
Craig Toberman is Featured in Ladue News: "Toberman Wealth Helps Manage Family Wealth for Financial Harmony"
Craig Toberman is Quoted on Bloomberg: "Bloomberg Wealth: How Do Your Finances Stack Up?"
Craig Toberman is Quoted in Financial Planning Magazine: "5 tips for advisors preparing for the CFP exam"
Craig Toberman is Quoted in InvestmentNews: "Advisers prepare clients for audits as stronger IRS enforcement looms"
Craig Toberman is Quoted on CNN.com: "Retiring into a bear market: What to do, what to avoid"
Craig Toberman is Quoted on Bloomberg Wealth: "High Pay, Unlimited Vacation. Welcome to Wall Street"
Craig Toberman is Quoted on Bloomberg: "What You Might Misunderstand About Interest-Rate Hikes"
Craig Toberman is Quoted on Bloomberg: "Volatility Is Rising. Here’s How to Protect Your Investment Portfolio."
Craig Toberman is Quoted in Investor's Business Daily: "Advisors Explore Sometimes Spiritual Paths To Add Value"
Craig Toberman is Mentioned in the Illinois Business Journal: "Archford Capital Strategies announces 2017 ‘Archford Angels’ philanthropy project winners"
Craig Toberman Serves on the Board of Directors for Family Hospice
Craig Toberman Contributes to Medium: "18 Overlooked Steps to Small Business Excellence"
Contact Craig Toberman
1741 S Big Bend Blvd
St. Louis, MO 63117