
Bedel Financial Consulting
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Overview
10 - 49
Employees
1989
Year Founded
ABOUT BEDEL FINANCIAL CONSULTING
YOU FOCUS ON YOUR FUTURE
Bedel Financial Consulting, Inc. is a full-service, fee-only wealth management firm committed to helping clients achieve financial clarity and security. As a fee-only organization, our clients can be confident that we do not engage in product sales or accept commissions. With around $2 billion in assets under management, Bedel Financial Consulting ranks among the top 25 Women-Owned Registered Investment Advisors (RIAs) in the United States according to WealthManagement.com and is listed as one of America's Top 100 Financial Advisors by CNBC. Our team consists of two professionals with different specialties, financial planning, and investment management, allowing us to provide personalized planning services that consider every facet of your financial strategy before moving forward. Furthermore, your plan is customized to your specific circumstances with a well-rounded investment strategy that thoroughly evaluates your financial health. Our multidisciplinary approach empowers you and reinforces our commitment to your success. Our experienced staff holds esteemed certifications in the industry, including Certified Financial Planners (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Financial Analysts (CFA), demonstrating their professionalism in wealth management. If you’re just beginning your financial journey, our GenerationNeXt™ service is designed for individuals aged 25-40 who are looking to build a strong financial foundation. Our GenNeXt™ team aims to guide the upcoming generation of wealth builders toward their successful financial paths. Please note that, in light of the current regulatory landscape, Bedel Financial Consulting, Inc. does not take recommendations or endorsements.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
1989
Year Founded
Services
Focus
Industries
Clients
Services Provided
60% Financial Planning
40% Wealth Management
About the Team
OUR STORY
Since its inception in 1989, Bedel Financial has prioritized clients' financial success by adopting a fiduciary duty and a transparent, client-first ethos. As a fee-only wealth management firm managing over $1.8 billion in assets, Bedel Financial offers unbiased advice, free from commissions and sales incentives. Supported by a team of 26 seasoned professionals holding premier industry designations such as CFP®, CFA, and CIMA®, the firm emphasizes excellence and stability. Their comprehensive process aims to alleviate the complexity of financial management, empowering clients to focus on life’s moments. Bedel Financial’s robust investment approach is enhanced by an External Investment Committee, which collaborates quarterly to refine strategies. Committed to individualized service, they invite clients to engage in consultations to clarify and achieve their financial goals.
Locations
Headquarters
8940 N River Crossing Blvd, Indianapolis