Evan D. Bedel, CFP®
President
As President of Bedel Financial, I am responsible for building a team culture that performs the highest level of client service with the appropriate employee work-life balance. My role is to create, communicate and implement the firm’s strategic direction. I oversee the Bedel Leadership Team (BLT) and help develop firm goals, team goals and individual career paths, along with other firm policies and procedures.
I am also the Wealth Advisor for many Bedel clients and this is a role I plan to continue indefinitely.
As founder of Generation NeXt, in 2009, a service for helping young professionals establish a solid financial foundation for their future, one of my roles has been mentoring our advisors to serve this niche clientele. Our service is designed to progressively guide the next generation of wealth accumulators towards an affluent path.
I serve on several local non-profit boards and committees. However, my top priority will always be my family and my firm. My wife, Abbe, and I have two boys and not enough vizslas!
Wealth Management Experience
- Experience includes investment portfolio management, GenerationNeXt services, Retirement Plan Consultant, and comprehensive financial planning.
Career History
- Bedel Financial Consulting, Inc., Wealth Advisor.
- Fee only financial consulting and investment management firm providing services for individuals and business owners.
- Clarus Financial, Financial Planner.
Educational and Professional Designations
- Certified Financial Planner™ certification.
- Master of Science, Personal Financial Planning, Texas Tech University.
- Bachelor of Liberal Arts, Business Management, Wittenberg University.
Professional Activities & Accolades
- Indy's Best & Brightest Under 40, Junior Achievement of Central Indiana (2014 & 2015)
- Board of Trustees, Brebeuf Jesuit (2019 - present)
- Chair, Finance and Investment Committee, Brebeuf Jesuit Board of Trustees (2022 – present)
- Past President, Brebeuf Jesuit Alumni Board of Directors
- Past President, Financial Planning Association of Indiana
- Chair, Rotary Foundation Investment Committee (2021 – present)
- Board of Directors, Rotary Club of Indianapolis
- Professional Advisor Leadership Council, Central Indiana Community Foundation (CICF)
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly (2014 - 2021)
- Business Committee, Indy DO Day
- Finance Speaker, American Leadership Academy
- Finance Speaker, Woodrow Wilson Leadership School
- Member, Indianapolis Alumni Association of Phi Kappa Psi
Check out more fun facts about Evan:
BLOG POSTS
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A Millennial’s Vision of Retirement
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Finding health insurance protection that is both cost-efficient and tailored for their individual situations can be tricky for young adults. Your age, employment status, personal emergency fund and medical history can all affect your choice of plan
5 Financial Mistakes to Avoid in Your 40s
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How Obama’s Student Loan Changes Impact Borrowers AND Taxpayers
Our nation’s student loan debt is over $1,000,000,000,000. Yes, visually much more impactful than saying $1 trillion, right?
A Family Guide Towards Developing a Money Philosophy
Starting at a young age, it is important to develop the fundamental financial principles that you can rely on throughout your life. If you can introduce your family to 2 distinct financial ways of thinking, a sense of perspective, balance and positivity will follow, no matter your family’s financial situation.
The Unexpected Costs of Home Ownership
As we all know, buying a home is big decision. As a first-time home buyer, many of us don’t know the unexpected costs associated with this purchase
15% of Your Gross Income is What it Takes
All it takes is 15% of your gross income to make a huge impact on your standard of living and choices during retirement.
Sow Your Investment Seeds
Like a seed, growth takes time and patience. To find success in investing, you must sow a seed and be patient in letting it grow. At times, investors seek quick and easy returns on their investments.
Cents-Less Financial Mistakes
Whether you realize it or not, you are constantly making decisions that impact your future financial wellbeing. It may not cost you today, but these “cents-less” mistakes will certainly cost you tomorrow.