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How does the advisor help clients – Key Takeaways:
MCBEATH FINANCIAL GROUP provides comprehensive financial services to a range of clients, helping them with everything from investment management to retirement planning. With a strong focus on building long-term relationships, the firm aims to guide clients towards financial success and security.
Facts and Insights
Founded in 1998, MCBEATH FINANCIAL GROUP has over 20 years of experience in the financial services industry. The firm is headquartered in New York City and has a team of highly qualified advisors who are dedicated to serving their clients’ needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
| As of 2021 | As of 2021 | As of 2021 |
Financial Services Offered
MCBEATH FINANCIAL GROUP offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
The firm serves a diverse client base that includes individuals, families, and small business owners. MCBEATH FINANCIAL GROUP understands that each client has unique financial goals and tailors their services to meet their individual needs.
Fees & Compensation
MCBEATH FINANCIAL GROUP operates on a fee-only model, meaning they are compensated solely by their clients and do not receive commissions for selling any financial products. This ensures that their recommendations are always in the best interest of their clients.
Background
MCBEATH FINANCIAL GROUP was founded by John McBeath, a highly experienced financial advisor with over 30 years of experience in the industry. John holds various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a fiduciary firm, MCBEATH FINANCIAL GROUP is committed to acting in their clients’ best interests at all times. They have a clean record with no disciplinary actions or ethical violations on record. This is an important factor to consider when choosing a financial advisor.