Michael Becker is a Partner at Toberman Becker Wealth in St. Louis. He assists families 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.
Michael lives in St. Louis with his wife, Lindsey. They enjoy golfing, being outdoors, and exploring local restaurants.
Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Michael never receives commissions or sells any investment products or insurance. The client's fee is the firms only source of revenue. Because Michael and Craig have designed the firm from the ground up, their clients enjoy a transparent and sales-free financial planning experience.
Craig Toberman
CFP®, CFA®, CPA
Craig Toberman is the Founder of Toberman 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).
General Information |
| Firm Start Year: | 2020 | |
| Work Experience: | Michael received a Bachelor of Science (B.S.) degree in Finance and Banking from the University of Missouri - Columbia. He is a Chartered Financial Analyst (CFA®) charter holder, and a Certified Financial Planner (CFP®). |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Risk Management, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts |
Services |
| Investment Types: | Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Bonds |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 0.75% |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| St. Louis, Missouri |
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