Mar 26, 2020

Bedel Financial named among the largest financial planning firms by the Indianapolis Business Journal

Posted By: Bedel Financial

Once again, Bedel Financial Consulting was listed as one of the largest firms in Central Indiana, based upon the number of certified financial professionals.

Our credentialed staff hold the premier designations in our industry, Certified Financial Planner™ practitioners (CFP®), Chartered Financial Analysts (CFA), and Certified Investment Management Analyst (CIMA®), reflecting their dedication to the field of wealth management. Click on the links below to learn more about our certified staff how they work with our valued clients:

Elaine Bedel, CFP® - CEO and President; Executive on Loan
Evan Bedel, CFP® - Owner and Director of Finance & Strategy
Kate Arndt, CFP® - Financial Planner
Meredith Carbrey, CFP® - Sr. Wealth Advisor
Ryan A. Collier, CIMA® - Sr. Portfolio Manager
David Crossman, CFA - Sr. Portfolio Manager
Anthony Harcourt, CIMA® - Portfolio Manager
Kathy Hower, CFP® - Sr. Wealth Advisor
Jonathan Koop, CFA - Portfolio Manager
Sarah Mahaffa, CFP® - Sr. Wealth Advisor
Austin Stagman, CIMA® - Portfolio Manager
Mathew J. Ryan, MBA, CFP® - Financial Planning Specialist
Abby VanDerHeyden, CFP® - Financial Planner
Bill Wendling, CFA - Sr. Portfolio Manager

We are proud to be recognized by the IBJ and are looking forward to our continued growth and success, thanks to our amazing clients.

If you know of anyone who is looking for sound financial and investment advice, please let us know! We welcome the opportunity to meet new prospective clients and learn how we could help them achieve their financial goals.

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We have helped our clients answer these questions and more. If you want a clear understanding of your financial future, and need help making changes to reach your goals, schedule a consultation and we can get started.

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The Largest Indianapolis-Area Financial Planning Firms list was released on January 20, 2020. Research via survey took place from November 2020-December 2020. Neither the Firm nor its representatives paid a fee to participate in the survey. This award does not evaluate the quality of services provided to clients and is not indicative of Bedel Financial Consulting’s future performance.