A Fee-only Wealth management firm

To Bring Clarity To Your Finances

 
 
 

Your Future

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Your Family

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Your Business

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Your Business

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WELCOME

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.

We believe wealth is a tool for doing remarkable good when managed with 1) clarity, 2) organization, and 3) 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.

We are here to walk with you for generations. Our firm believes in putting relationships first, and always building a financial plan on a strong foundation of trust. This is why we structured Toberman Wealth as a fee-only financial planner – we never receive compensation from anyone except the client.

When you work with Toberman Wealth, you’re part of our family. We walk the highs and lows of life with you, and help you to navigate financial questions along the way.

From our family to yours, let’s create a plan to grow your wealth and bring your family closer in the process.

Who We Serve

Fee-only financial advisor

Families

As a fee-only 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.

Fee-only financial advisor

Business Owners

With our background in both personal and corporate finance, we're able to jump in to help business owners with a full suite of financial services. From personal financial planning and wealth management, to strategic planning and financial analysis, we can help your family business thrive.

Financial Education Corner

From The Blog

family-dinner-newsletter

3 Things To Read Heading Into the 2022 Holiday Season

Here are 3 things I’m reading heading into the holiday season. I hope you find these articles helpful as we approach the end of the year with reflection and appreciation.

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

Our (Family) Secrets To Help You Make Your Small Business Last

Every family has a secret ingredient in a much-beloved recipe that makes it, well, “yours.” Often the elusive element is

XYPlanning Network Logo. A blue x and green Y in a blue circle on the left with "planning" in blue above "network" in green on the right

Craig Toberman Featured in XY Planning Network

Craig Toberman recently spoke to Illinois Business Journal  for their article about the implementation of Illinois mandated retirement plan for businesses

Yes, Retirement Is Possible For Small Business Owners: Here’s How To Prepare

Many business owners link much of their identity and net worth to their company, making the concept of retirement seem

Annual Advisory Fee

0.75%

Example: The annual fee on a $1,000,000 investment portfolio amounts to $7,500/year (or $1,875/quarter).

Our annual advisory fee is assessed quarterly based on the market value of your assets under management. We work independently with Charles Schwab – so you can have peace of mind knowing your money stays safe with an established institution you can trust.

Minimum Annual Fee

$7,500

We deliver a comprehensive, bundled wealth planning and investment advisory service. Therefore, we charge a minimum fee so we can continue to deliver consistent value to all clients.

 

Maximum Annual Fee

$17,500

Example: A $17,500 annual fee cap on a $5,000,000 investment portfolio amounts to an annual fee of 0.35%.

Our annual advisory fee goes up only when your investment accounts do. Still, we put a cap on our fee because we believe you deserve to know the maximum amount you will pay for our services, regardless of the amount of assets we manage for you.