Toberman Becker Wealth is an independent, fee-only fiduciary financial advisory firm based in St. Louis, serving individuals, families, and business owners locally and nationwide. Its financial advice is focused on clients’ wellbeing, with personalized planning built around their circumstances and long-term goals. The firm is compensated exclusively by its clients and says it does not receive commissions or sell financial products.

Its services include retirement planning for people in their 50s and 60s, investment planning and portfolio management, tax planning, estate planning and wealth preservation, and financial guidance for family businesses. The firm helps clients prepare for retirement, manage and grow investments, consider tax liabilities, protect assets, and plan for business growth, succession, and legacy.

Toberman Becker Wealth also offers educational resources and planning tools, including a blog, FAQs, retirement and estate planning checklists, a Social Security calculator, and a Retirement Decision Dashboard. Its team includes financial professionals with CFP® credentials, as well as CFA and CPA qualifications.