9190 Priority Way West Drive • Suite 120
Indianapolis, Indiana 46240
Phone: (317) 843-1358
Toll Free: (888) 843-1358
Fax: (317) 574-5999

Bedel Financial Consulting, Inc. was established in 1989 by Elaine E. Bedel, CFP®, and offers fee-only comprehensive financial planning services to its clients. The company does not sell products and, therefore, does not receive commissions. Bedel Financial Consulting works with clients to efficiently and effectively use their financial resources to accomplish their short-term and long-term goals.We provide guidance in the following areas:

  • retirement planning
  • investment strategies
  • stock option analysis
  • education funding
  • income tax planning
  • insurance needs analysis
  • estate planning
  • charitable planning
  • divorce settlement issues
  • family needs planning
  • other financial needs unique to our clients

Active Investment Management

The investment management aspect of the business began in 1992 after clients indicated they needed additional help managing their investments. Bedel Financial Consulting uses no-load mutual funds along with individual securities as the investment vehicles. The funds are held in an account in the client's name at a suitable custodian, such as a discount brokerage firm or a bank. Bedel Financial Consulting purchases and sells investments in clients' accounts based on their personal investment strategy. The firm's only compensation is a management fee charged each quarter to the investment account.Bedel Financial Consulting's services are unique from those of other money managers. The professionals at Bedel Financial Consulting establish an asset allocation strategy based on a client's unique goals and objectives prior to investing the funds. In addition, investments can be quickly adjusted to meet client life changes or a sudden change in income needs.

Talk to us

At Bedel Financial Consulting, we know you must have confidence in our ability to advise you about your finances. We also understand the importance of feeling comfortable with the members of our firm. We will arrange an initial meeting with a potential client, at no cost or obligation, to gather financial information and discuss client needs and goals. Following the meeting, Bedel Financial Consulting sends an engagement letter outlining the financial planning services that will be provided and the associated planning service fee. Once the client agrees with the engagement letter, the planning process begins.Our clients range from young professionals to people of post-retirement age. It's never too early to start your financial planning or to implement your investment strategy. Bedel Financial Consulting can provide the expertise for all your financial needs. Give us your dream and let us help you achieve it.