What’s In a Financial Plan: A Spotlight on Financial Planning
What goes into a financial plan? At Toberman Wealth, we put financial planning first. To many people, this may sound
Craig Toberman, CFA, CPA, CFP®
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A Fee-Only Financial Advisory firm
Serving the St. Louis Region
A Fee-Only Financial Advisor Serving St. Louis
At Toberman Wealth, we value the opportunity to work with you to create a legacy-focused financial plan that aligns with your values. Together, we work with our clients to plan their financial future – from coordinating an investment strategy to reducing taxes. Yet, our mission is much deeper.
Wealth Management That Considers All Factors
We walk with you for generations and support you through every step of your journey in St. Louis and beyond. Our firm believes in putting relationships first, and building a financial plan on a strong foundation of trust. This is why we structured Toberman Wealth as a fee-only financial planning firm – we never receive compensation from anyone except the client. When you work with Toberman Wealth, you’re part of our family. From our family to yours, let’s create a plan to grow your wealth and bring your family closer in the process.
We believe wealth is a tool for doing remarkable good when managed with:
Clarity
Organization
Communication
Wealth has a powerful ability to shape the values of your children, grandchildren, and great-grandchildren, but it can also come between them if even one of these factors is missing. As a fee only fiduciary financial advisor in St. Louis, our comprehensive financial planning ensures clarity, organization and open communication.
Our Financial Advisory Services
Retirement planning that allows you to live comfortably now – without sacrificing your financial future later.
Robust investment management strategy that puts you in the center to align with your goals.
Tax Planning that mitigates risk across your financial portfolio to reduce your future tax burdens.
Family business financial planning that aims to grow the value of your business using our corporate experience.
What is a Fee-Only Financial Advisor?
As a Fee-only Certified Financial Planner, we never receive commissions or sell products. To ensure alignment between our clients’ best interest and our recommendations, we are exclusively compensated by our clients.
Who We Serve
Individuals
Toberman Wealth helps clients determine proactive short-term and long-term goals. We consider our clients unique situation and develop a personalized financial planning strategy that is reflective of their goals. As a fee-only fiduciary, we are solely compensated by our clients to ensure trust.
Family Business
As a fee-only certified financial planner, we help our clients create strategies for making an impact and building a legacy that goes far beyond their lifetime. We believe that wealth has the power to impact both you and your immediate family, as well as generations to come.
Business Owners
With our background in both personal and corporate finance, we're able to help business owners with a full suite of financial services. From personal wealth management, to strategic planning and financial analysis, we help your family business thrive from our local St. Louis office.
Serving the St. Louis Region
Visit us at our office just south of the Interstate 64/ Highway 40 Big Bend Boulevard exit. Contact us to set-up an in-person or virtual consultation.
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Ready to Start Planning for the Future?
Book a call with us or schedule a visit to our St. Louis office.