Bedel Financial Consulting

Bedel Financial Consulting is a financial planner in Indianapolis, IN. It is a comprehensive, fee-only wealth management firm for all generations. The firm serves busy professionals, young affluent professionals, and families seeking long-term relationships with independent advisors. It holds a 5.00 rating based on customer reviews. Established in 1989, Bedel Financial operates as a Fiduciary, holding itself to the highest standard of care set forth by the SEC. The firm accepts no commissions, sells no products, and has no conflicts of interest. Its commission-free compensation comes exclusively from clients for advice, plan implementation, and ongoing management of assets. Advisors on staff hold premier designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Analysts (CFA), Certified Investment Management Analyst (CIMA), and Chartered Alternative Investment Analysts (CAIA). The firm utilizes a Comprehensive Wealth Management system that aligns financial plans with investment strategies. This approach addresses topics such as retirement planning, tax planning, education funding, estate planning, business planning, and multi-generational planning. In 2009, the firm formed the External Investment Committee, a select group of individuals in the investment industry and academia. The investment management team meets with the committee members quarterly to discuss the economic and investment environment and potential investment strategies. Final investment decisions are approved by the Bedel Financial Internal Investment Committee. The firm also developed the Bedel Barometer in 2009 to measure the overall health of the U.S. economy using seven key indicators. The wealth management process begins with a free, no-obligation initial call. If both parties feel it is a good fit, the firm schedules a data-gathering session with a financial planner and an investment manager. The team collects every detail of pertinent information, including goals, savings, earnings, and spending. After gathering information, the firm provides a document detailing the cost along with the topics to be addressed in the financial plan and investment strategy. The firm performs progress checks at six months to make minor changes or major course corrections. Services are billed on a quarterly basis as a percentage of assets under management, calculated based only on the investments managed on the client's behalf. Bedel Financial Consulting is recognized as one of the Top 25 Woman-Owned Registered Investment Advisors in the country. The firm provides steady, fiduciary-guided wealth management to Indianapolis residents seeking comprehensive financial security.

Bedel Financial Consulting is located near the intersection of North Keystone Avenue and East 86th Street. The office sits about 0.2 miles from the Picnic Area, BridgeCare ABA, and Keystone Crossing Pool.

BizScoreAI gives the firm a Content Quality score of 75 out of 100. This solid rating means the website clearly describes its pages and answers common customer questions, allowing AI assistants to quote the content directly. The firm also holds an SEO Score of 73 out of 100. This solid technical health helps search engines crawl and rank the site so customers searching for financial services nearby can find it.

Services:

• Comprehensive Wealth Management
• Investment Management
• Multi-Generational Planning
• Retirement Planning
• Young Affluent Professionals