Voted Bloomington Area's Best Investment Firm, Best Financial Planning Office and Best Financial Planner

It’s official, The Pantagraph has announced McBeath Financial Group has been chosen as the Bloomington Area's Best Investment Firm for the fourth time!

But that’s not all!  With your support, and the votes of Pantagraph Reader’s, we were also chosen as the as the #1 Best Financial Planning Office for the FIFTH CONSECUTIVE YEAR!  And finally, we received the most votes in a brand-new category, Best Financial Planner – Krista McBeath! All of this on top of being voted Bloomington Area's Best Investment Firm!

You can’t imagine my excitement and gratitude, when I received a text sharing the news of the results!  A few weeks later it was official with an email from Pantagraph Media that stated:

Congratulations! You are a Winner!

I am very happy to announce that McBeath Financial Group received the following award(s) in The Pantagraph’s annual Readers’ Choice Contest:

1st Place for Best Financial Planning Office

1st Place for Best Financial Planner – Krista McBeath    

1st Place for Best Investment Firm  

234,750 votes were submitted during the voting round this year!

This year’s contest had the best engagement seen from our community ever!

The Winner, 2nd Place and 3rd Place for each category will be announced on and in the Readers’ Choice special section which publishes in The Pantagraph on Friday, September 24th. We ask that you please keep this information confidential until September 24th.”

So, for the past month, I’ve been anxiously waiting to reveal our shared victory!  I know I sound like a broken record, and every year I say something similar, but after all these years, it’s still touching to me.  The support I’ve been given by so many and your commitment to seeing us recognized is one of the greatest acknowledgements I could ever receive.

We are so grateful to have the BEST clients and the BEST supporters. We truly value your encouragement! Without you—our clients, friends, family, and associates—we wouldn’t be able to do what we love: help people we care about plan for their BEST lives.

Again, thank you so much for your support. It means the world to all of us at McBeath Financial Group that you feel a small business like ours is deserving of your vote, especially with several other, large-scale planners in the area. Our goal for the future remains an unwavering loyalty to our clients in providing comprehensive financial planning and investment services with a foundation built upon relationships!

*McBeath Financial Group did not make any solicitation payments to the Pantagraph in order to be nominated or to qualify for nomination of the award of Best Financial Planner or Best Investment Firm.

* By visiting this link to the pantagraph award winners, you can view all of the categories voted on and all of the winners chosen by voters, including McBeath Financial Group.  Winners in each category were chosen by readers who were given the opportunity to nominate and then vote for businesses or individuals in each class. McBeath Financial Group did not make any solicitation payments to the Pantagraph in order to be nominated or to qualify for nomination of the award.  The official rules as were posted onsite by the Pantagraph and can be accessed here.

Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be viewed as an endorsement of the advisor by any client and do not represent any specific client’s evaluation. Please contact the advisor for more information regarding how these rankings and ratings were formulated.