Craig Toberman, Founder of fee-only financial planning firm Toberman Wealth, was recently profiled by Investor’s Business Daily as a financial advisor that finds an innovative way to distinguish themselves from their competitors by adding extra value to the services they provide.
The piece notes that since the wealth management market is very competitive, many financial planning practices differentiate themselves by their “holistic approach,…proprietary trading strategies or other portfolio management tools”.
Toberman Wealth was one of three financial planners featured by Investor’s Business Daily on how they are adding value in a slightly different way.
Craig explains why his family business consulting services fits his wealth management clients so well: he is a CPA and certified financial planner so his niche expertise goes hand in hand with his clients’ goals.
“About 60% of my (investment management) clients choose to add this on,” Toberman said. “I contract separately with them for my business services. By offering all these services, I can do certain things that bigger firms can’t.” he says.
In addition, Toberman’s family business services helps their clients’ businesses hire and train accounting staff, upgrade their accounting software, and advise on strategic and succession planning.
This content is for informational/educational purposes only and should not be considered professional financial advice. Should you need such services, please book a consult with Toberman Wealth directly or seek guidance from your own trusted Certified Financial Planner.
Craig Toberman is the Founder of Toberman Wealth – a fee-only 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.