McBeath Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$286,672,856
Clients
236
Advisors
7
of 8 employees
About
McBeath Financial Group provides personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations, offering both discretionary and non‑discretionary portfolio management alongside cash‑flow, tax, retirement, insurance, education, and estate‑planning services. Clients are typically evaluated with an initial net‑worth statement or risk analysis and receive periodic reviews and updates to their plans.
The firm constructs tailored asset allocations using a mix of fundamental, technical, and cyclical analysis and implements both strategic and active asset‑allocation models that are regularly rebalanced. Day‑to‑day trading, rebalancing, and access to proprietary and third‑party model portfolios are handled through a sub‑advisory relationship with GeoWealth while McBeath retains supervisory responsibility for client accounts.
Noteworthy distinctions include the firm’s use of third‑party ratings in its marketing materials and a recent brochure amendment that explicitly discloses political risk and risks related to the use of artificial intelligence tools in its processes. The firm is owned by a family trust and discloses an affiliation with an in‑house insurance agency for commissionable insurance products, a relationship the brochure identifies and addresses as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
$30,000 - $100,000: 1.70% $100,001 - $300,000: 1.65% $300,001 - $600,000: 1.60% $600,001 - $1,000,000: 1.55% $1,000,001 - $1,500,000: 1.50% $1,500,001 - $2,000,000: 1.35% $2,000,001 - $3,000,000: 1.30% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.80%
Financial planning services fixed fee up to $15,000, billed 50% in advance, balance upon delivery; pro-rata refunds or payments possible upon cancellation.
Account minimum: $300,000
Main office
203 Landmark Drive, Suite A
Normal IL 61761
Advisors at this office
7
Most active in
Illinois · Nebraska
Also doing business as
Landmark Wealth Management, Inc. · Mcbeath Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David B
CFP®
Normal, IL
McBeath Financial Group
David Brewer is a CFP® professional with three years of experience, currently serving at McBeath Financial Group. Prior to joining McBeath in 2023, he worked for Heartland Bank and Trust Company in various roles from 2014 to 2023. McBeath Financial Group offers personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored asset allocations, implementing both strategic and active models that are regularly rebalanced.
Robert M
Series 65
Normal, IL
McBeath Financial Group
Robert Mcbeath is a Series 65-licensed financial advisor with nine years of industry experience. He is the founder of McBeath Financial Group, where he has worked since 2020. Prior to that, he was with Motiv8 Investments LLC for three years. Outside of advisory work, Mcbeath is the president and sole owner of Cornerstone Card Processing, Inc., a merchant services reseller. McBeath Financial Group provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored asset allocations and offers both strategic and active portfolio management through a sub-advisory relationship with GeoWealth.
Nathan S
Series 65
Normal, IL
McBeath Financial Group
Nathan Sandon is a financial advisor with McBeath Financial Group in Normal, IL. He holds a Series 65 credential and has been with the firm since 2025. Prior to joining McBeath Financial Group, he worked at Flanagan State Bank and Jason Martin State Farm Agency, and has teaching experience at Illinois State University and Waubonsee Community College. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, utilizing a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations. The firm manages portfolios through a sub-advisory relationship with GeoWealth while maintaining supervisory responsibility for client accounts.
Krista M
ChFC®, Series 65
Normal, IL
McBeath Financial Group
Krista McBeath is a financial advisor with McBeath Financial Group in Normal, Illinois. She holds the ChFC® designation and a Series 65 license, and has 17 years of industry experience. Prior to her current role, she worked at Motiv8 Investments LLC from 2017 to 2020. In addition to her advisory work, she serves as president and licensed insurance producer at McBeath Tax & Financial Services, L.L.C. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm offers tailored asset allocations using fundamental, technical, and cyclical analysis, combining strategic and active models, with portfolio management supported by a sub-advisory relationship while retaining supervisory control.
Kyleigh S
CFP®
Normal, IL
McBeath Financial Group
Kyleigh Snyder is a CFP® professional at McBeath Financial Group with one year of industry experience. Prior to joining McBeath Financial Group, she worked at Heartland Bank & Trust for three years. McBeath Financial Group offers personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct tailored asset allocations and provides both discretionary and non-discretionary portfolio management.
Julie K
Series 65
Normal, IL
McBeath Financial Group
Julie Karstens is a financial advisor at McBeath Financial Group in Normal, IL, holding a Series 65 designation with four years of industry experience. Her prior work history includes roles at First State Bank and First State Bank of Bloomington. McBeath Financial Group serves individuals, trusts, estates, and charitable organizations with personalized investment advisory and comprehensive financial planning services. The firm employs a blend of fundamental, technical, and cyclical analysis to build tailored asset allocations and uses both strategic and active asset-allocation models, with trading and portfolio management conducted through a sub-advisory relationship.
Ian C
Series 65
Normal, IL
McBeath Financial Group
Ian Cavallo is a Series 65-credentialed advisor at McBeath Financial Group with one year of industry experience. Prior to joining McBeath Financial Group, he worked at Advance Trading Inc. and held positions in education and retail. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored asset allocations and manages client portfolios through a sub-advisory relationship with GeoWealth.
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