Bedel Financial Consulting

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.