Craig Toberman of Toberman Wealth has been selected by the St. Louis Small Business Monthly (SBM) readers as “Best Wealth Manager in St. Louis.” Each month SBM polls its readers for its annual “Best in Business” contest and asks them to nominate and select the very best service providers in St. Louis. For the month of February 2023, readers were asked to select the “the very BEST” in wealth managers. Readers were asked to select the companies that provided the best wealth managers in the region.
“We wanted to find the best service providers in the St. Louis area,” said Ron Ameln, publisher of SBM. “We asked our readers to point out the individuals and companies that were really making a difference in St. Louis. Being included on this Best in Business list speaks volumes to the quality of the service provided and the work performed by these individuals.”
If you are interested in hearing more of Craig Toberman’s thoughts on Fee-Only Investment Planning Services, 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.