Not all financial advisors are required to act in the best interest of their clients. Only Registered Investment Advisors are bound by the Investment Advisers Act of 1940 to act with the highest integrity in serving in their client’s best interest. We have regulatory authorities that we must report to each year.

We commit to having the highest level of integrity by doing our best to make sure our investment advice is based upon accurate and complete information, with thorough analysis. In addition, we are transparent and clear in fee disclosures while avoiding potential conflicts of interest. Finally, by utilizing “best execution” standards, we strive for the lowest cost and most efficient execution for a plan that meets our client’s goals.

As an exclusive financial services firm, McBeath Financial Group accepts a limited number of new clients every year. Our commitment to our existing clients will always be our top priority. Founder Krista McBeath believes an investment in time with every client is imperative to understand and helping them achieve their goals.

Equally important are the organizations with which McBeath Financial Group aligns itself. McBeath Financial Group continuously monitors the organizations we do business with.

We are proud to be a part of the Motiv8 Advisors Group, which directly supports their advisors nationwide. They offer McBeath Financial Group ongoing support behind the scenes, as well as access to the nation’s highest-ranked insurance companies for financial and insurance products.

Similarly, GeoWealth offers access to professionally managed investment portfolios and continuous support. GeoWealth is a turnkey asset management platform with over $13 billion in assets on their platform.

Both Motiv8 Advisors Group and Geowealth offer another layer of support for McBeath Financial Group clients.

Every family is unique with their current financial position as well as their needs and desires. We focus on the overall financial picture. We understand that each financial detail influences the family’s overall, unique situation. As such, no individual investment, transaction or financial strategy can exist in a bubble but must fit as part of the long-term financial plan to achieve goals. Our planning includes the integration of income, growth, and safety. We account for liquidity, inflation, health-care, longevity and survivorship risks, legacy planning and much more. Additionally, we have expertise as a tax advisor, which gives our clients an additional edge in tax strategy planning.

Our approach to personal financial planning is to discover the significant information relevant to our client's attitude, goals, and objectives. We then utilize an analysis process to develop a financial plan, offering recommendations and alternatives for our client's consideration. We have a patient and in-depth approach to illustrating the implications of these choices.

While many financial advisors have limited options available for financial products, McBeath Financial Group is proficient with an array of financial vehicles.  This is in-depth working knowledge is an advantage in developing financial plans that can utilize the optimal financial vehicle for clients.  Krista McBeath utilizes her Chartered Financial Consultant designation in analysis and recommendations. Krista McBeath is a licensed Insurance Agent as well as a Registered Investment Advisor.

These advanced programs give us an edge in our planning process, and the detailed reporting helps provide our client's with clarity and confidence in their plan for their retirement years.

As part of the TEAM approach to financial planning, we utilize several sophisticated financial software programs. These programs assist us in the process of determining your risk tolerance, helping align your investments with risk tolerance, accounting for your goals, and finally in creating a tailored plan.

As an extra advantage, our Wealth Management Tools allow our clients to stay connected to their entire financial picture. All their important financial information is accessible in one place, updated in real-time for secure online access at their fingertips.