What Makes McBeath Financial Group Special
We understand the incredible importance that comes with entrusting one’s wealth with a financial professional. We also realize you have many options available for managing your investments. Your choices range from an assortment of insurance agents, investment advisors, certified financial planners, banks, investment brokerages both online and brick & mortar, company-sponsored service providers, and many more. With so many choices, how do you choose?
We believe that McBeath Financial Group has a combination of distinct qualities that set us apart from others that provide investment planning and wealth management services.
Fiduciary – A Foundation of Trust
As a fiduciary, McBeath Financial Group is bound to act in the interest of our clients and to place his or her best interest ahead of our own. We strive to be the trusted advisor that our clients can count on to have the highest standards in ethics.
Concierge Service – Personalized with Tremendous Support
We provide all the advantages of the larger firms we represent while also offering a personal relationship with your advisor, Krista McBeath.
Financial Planning – Focused On Your Goals, Not Products
Our comprehensive financial planning incorporates a holistic approach to investing. While many firms may be quick to recommend products, we are focused on how to best achieve our client’s goals, first and foremost.
Cutting Edge Tools – Technology Empowered Advisor Method
Our Technology Empowered Advisor Method (TEAM) approach is our special retirement planning process that integrates the personalized touch of a relationship based advisor with high tech software tools.
While we are extremely confident within our field of expertise, we are not a fit for everyone, nor are we attempting to service all investment needs. We believe it’s important to focus upon our core competencies while maintaining our standards of excellence for our clients.
We excel in serving people within three years of retirement with investment assets of $300,000 to $5,000,000. We are particularly proficient with helping corporate employees transition into retirement.