Voted Bloomington Area’s #1 Financial Planning Office and Investment Firm 2025

Thank you for honoring us once again in the Pantagraph Readers’ Choice Awards

The results of the 2025 Pantagraph Readers’ Choice Awards are in, and McBeath Financial Group is honored to have swept all the financial services categories we were eligible for this year.

We are grateful to be named the Best Financial Planning Office in Bloomington for the ninth consecutive year, along with Best Investment Firm for the eighth time and Best Financial Planner – Krista McBeath for the fifth year.

To see the full list of Readers’ Choice winners across all categories, visit the Pantagraph’s coverage here.

When we heard the news, we were floored! This is really beyond belief that year after year, we are recognized this way! Of course, our team has strong relationships with our clients, and we don’t take this lightly. We are also deeply committed to providing our clients with extraordinary financial planning, investment guidance, and tax-aware strategies.

Still, we often feel the extent of our wealth management services could easily go unnoticed by the larger community. Yet year after year, we continue to receive so many votes—when there are so many other distinguished firms in the Bloomington Normal area—it’s just mind-boggling to us!

Nine years in a row? Still shocked, and words aren’t enough to express our gratitude—but, thank you!

What makes this recognition so special is that it comes directly from the Bloomington-Normal community. Knowing that so many of you took the time to vote means more to us than we can say.

We are truly humbled by this honor and deeply thankful for your support. It encourages us to keep doing what we love—serving this community with care, professionalism, and gratitude today and in the years ahead.

McBeath Financial Group is a team of dedicated financial professionals collaborating to provide comprehensive wealth management, financial planning, and investment strategies. Our advisors and support staff work together to help clients grow and preserve their wealth, sustain a comfortable lifestyle, and leave a lasting legacy.

The McBeath Financial Group team utilizes advanced tools for in-depth calculations that analyze tax and retirement scenarios to help their clients avoid a future tax time-bomb. Whether this means enjoying more of your hard-earned money in retirement or passing along assets to loved ones with less tax burden, planning makes the difference.

Learn more about the McBeath Financial Group Team.

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*McBeath Financial Group did not make any solicitation payments to the Pantagraph in order to be nominated, voted or to qualify for nomination or votes of the award of Best Financial Planner-Krista McBeath, Best Financial Planning Office or Best Investment Firm.* By visiting this link to the pantagraph award winners, you can view all of the financial categories voted on and all of the winners chosen by voters, including McBeath Financial Group. Winners in each category were chosen by Pantagraph.com readers who were given the opportunity to nominate and then vote for businesses or individuals in each class. 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.

Contest Rules, Original Voting Page, Text Voting List

Best of Pantagraph Readers’ Choice Awards results for Best Financial Planner-Krista McBeath, Best Financial Planning Office and Best Investment Firm are released annually, most recently on September 14^th, 2025. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Although Landmark Wealth Management, Inc. dba McBeath Financial Group compensated The Pantagraph in the amount of $920 to enable text voting option in 2025 and had various advertisements in previous years, compensation is not a requirement for nominations or award selection. Please contact the advisor for more information regarding how these rankings and ratings were formulated or visit The Pantagraph for a full list of rules.

For full disclosures visit www.mcbeathfinancialgroup.com/disclosures/

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