About Craig

Craig Toberman | Founder of Toberman Wealth

craig-toberman

Craig Toberman CFA, CPA, CFP®

Founder

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).

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 BloombergCNN 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 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. Because he designed the firm from the ground up, Craig’s clients enjoy a transparent and sales-free financial planning experience.

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