Bedel Financial Consulting

Bedel Financial is a fee-only fiduciary financial planning firm located at 8940 River Crossing Boulevard Suite 120 in Indianapolis, Indiana. The firm was founded in 1989 and holds SEC registration. Bedel Financial specializes in comprehensive wealth management, addressing retirement planning, business planning, education funding, estate planning, investments, and multi-generational planning. The firm also works with young affluent professionals to establish a solid financial foundation.

Bedel Financial employs CERTIFIED FINANCIAL PLANNER practitioners, Chartered Financial Analysts, Certified Investment Management Analysts, and Chartered Alternative Investment Analysts. The firm does not accept commissions, sell products, or have conflicts of interest. Clients are billed on a quarterly basis as a percentage of assets under management. The firm has minimum portfolio sizes that adjust based upon a client’s stage in life. Investment management fees can be deducted directly from investment accounts or paid by check. Bedel Financial maintains ongoing communication with clients through in-person meetings, phone calls, or video sessions.

The firm offers a free, no-obligation initial consultation to determine if the client and the firm are a good fit. Following this, a data-gathering session is scheduled with a financial planner and investment manager to collect details of the client’s financial situation. The team then provides recommendations and discusses the best method of implementation. The firm actively monitors each client’s investments and makes choices based on their individual plan. Progress checks occur at six months to make minor changes or major course corrections. Regular meetings help ensure clients are reaching their financial goals. Bedel Financial is a member of NAPFA.

BizScoreAI gave Bedel Financial a Technical score of 77 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The firm also received a Content Quality score of 75 out of 100, showing that the website answers customer questions and describes its pages clearly for AI assistants.