Dave CFA's Contact Details

Dave CFA's Company Details

Bedel Financial Consulting, Inc.

Indianapolis city, IN, US • 20 - 49 Employees
Financial Services

Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive any form of commission. With approximately $2 billion in actively managed assets, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com, and one of the Top 100 Financial Advisors in America, according to CNBC.We strive to meet your unique planning needs with a team comprised of two professionals with different disciplines, financial planning, and investment management. With this rare approach, we can provide a thorough planning experience to ensure all aspects of your plan are considered and addressed before taking a step forward. Moreover, your plan is tailored to your unique situation with a balanced investment strategy that ensures a complete assessment of your financial standing. Our multidisciplinary approach empowers you and allows us to be 100 percent committed to your success. Our highly credentialed staff hold the premier designations in our industry, Certified Financial Planners (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Financial Analysts (CFA), reflecting their dedication to the field of wealth management. Just starting out? Our GenerationNeXt™ service is intended to partner with those between 25-40 seeking to establish a solid financial foundation. Our GenNeXt™ team works to progressively guide the next generation of wealth accumulators towards their own affluent path. Due to the current regulatory environment, Bedel Financial Consulting, Inc. does not accept recommendations or endorsements.