Toberman Wealth was featured on the cover of the of West Belleville Magazine Holiday Issue 2022 “Toberman Wealth. Hometown boy stays loyal to his roots in the West End where he grew up”. In the article by Lisa R. Adams, Craig discusses his roots, mission for Toberman Wealth, and starting a family and a business during the pandemic.
"My mission - My "Why" - is to make sure there's never family turmoil due to a lack of financial planning," Toberman said. "It's amazing what structured organization and ongoing communication can do - it bring terrific peace of mind."
If you are interested in hearing more of Craig Toberman’s thoughts on family business succession, please book a call with him.
Craig Toberman is the Founder of Toberman Wealth – a fee-only, fiduciary financial advisor based 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.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.