A complete list of active advisors currently associated with McBeath Financial Group

Warmer can help you find a great advisor at McBeath Financial Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at McBeath Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Brewer	Normal, IL	3
Ian Cavallo	Normal, IL	0
Julie Karstens	Normal, IL	4
Krista Mcbeath	Normal, IL	17
Robert Mcbeath	Normal, IL	9
Nathan Sandon	Normal, IL	0
Kyleigh Snyder	Normal, IL	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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