Toberman Becker Wealth

02/26/2026

We’re excited to welcome Mike Holtz, CFP® to Toberman Becker Wealth as a Financial Advisor!

As we continue growing in St. Louis and serving families nationwide, adding great people to our team matters. We can’t wait for everyone to meet Mike and see the impact he’ll make right away!

Toberman Becker Wealth is excited to welcome Mike Holtz, CFP®, to our advisory team. Learn more about Mike & the value he brings to our clients here.

07/16/2025

Michael Becker, CFA, CFP®, shares expert insights on Company Stock Purchase Plans in Yahoo Finance & why diversification is crucial. Read here. https://tobermanbecker.com/michael-becker-breaks-down-company-stock-purchase-plans-in-yahoo-finance-feature/

07/02/2025

Discover how financial advisor Michael Becker helps clients tap into private markets with confidence & caution, as featured in Financial Planning. Read here.

06/18/2025

Roth conversion is a strategy used to gain access to the benefits of Roth IRAs and build up your tax-free income. But, timing is everything.

06/04/2025

Thinking about investing in ETFs? Learn how they work, their pros and cons, and whether they fit into your investment strategy. Get expert insights here.

05/21/2025

Printable Estate Planning Guide: Key elements & benefits, when to start planning or make revisions & who should be involved. Download a free PDF checklist here.

05/15/2025

The Five-Year Plan is now on Audible! Great for anyone who prefers to learn by listening.

'); doc.close(); } } this.iframeload = function () { var iframe = document.getElementById(iframeId); iframe.style.display = ''; setTimeout(function () { setIframeHeight(initialResizeCallback); }, 20); } function getDocHeight(doc) { var contentDiv = doc.getElementById("iframeContent"); var docHeight....

05/07/2025

Prepare for a fulfilling retirement on your terms. Fee-only financial advisors at Toberman Becker Wealth can bring your post-practice vision to life. Learn more here.

04/24/2025

Friends, our own Craig Toberman has been working on this book for a while. It’s finally out and live now!

By Craig A. Toberman, CFA, CPA, CFP®, MBA If you are a family business founder preparing for your next chapter, this book is your essential guide to family business succession, retirement planning for business owners, and developing a successful exit strategy for your small business. In ...

04/02/2025

Michael Becker was recently featured in Investopedia, sharing expert insights on 457 plans and strategies to optimize retirement withdrawals. Read more here.

03/19/2025

In an etf.com feature, Financial Advisor Craig Toberman explains how concentration risk affects portfolios & why diversification matters. Read more.