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McBeath Financial Group has a passion for serving local clients in Bloomington, Normal, as well as clients out of state. We are a Registered Investment Advisory firm dedicated to wealth management and financial planning for families before and after retirement. Our commitment to our clients' retirement planning needs has been recognized with the Pantagraph Reader's Choice Awards for the Best Investment Firm and the Best Financial Planner for the past 5 consecutive years.
Founder Krista McBeath began as an insurance agent and then earned her securities license, and later earned her ChFC®. As a fiduciary, able to offer investment advice and managed-money solutions, the business evolved into a full-service fee-based financial planning and investment company.
As a Registered Investment Advisor, Krista McBeath approaches wealth management with a holistic, comprehensive financial plan approach providing investment advisory services, tax planning, retirement planning, and estate planning.