May202016
Bedel Recognized as one of the Top Women-Owned RIAs in the Country
In 2016, Bedel Financial Consulting, Inc. was recognized as one of the Top 25 Women-Owned RIAs nationwide by WealthManagement.com. It is important to note that, according to data from the CFP Board’s Women’s Initiative, women make up only 23% of all registered investments advisors (RIAs), putting Elaine E. Bedel, in an elite group {more}
Dec112015
Elaine Bedel Recognized Among the Top in Her Industry by the Expert Network©
Elaine Bedel has joined The Expert Network, an invitation only service for distinguished professionals. Bedel was chosen as a Distinguished Wealth Manager™ and a Distinguished Executive™ based on peer reviews and ratings, numerous recognitions, and accomplishments achieved throughout her career. The Expert Network {more}
Nov162015
Elaine Bedel Honored with the 2015 May Wright Sewall Award
Earlier this month the Indianapolis Propylaeum Historic Foundation presented the 2015 May Wright Sewall Leadership Award to Elaine E. Bedel, CFP®, CEO and president of Bedel Financial Consulting, Inc. The award recognizes outstanding women leaders of today who have contributed a significant portion of their lives toward the betterment of the {more}
Sep92015
Evan Bedel Receives 2015 Five Star Wealth Manager Award
Congratulations to Evan on receiving the Five Star Wealth Manager Award for two consecutive years! {more}
Jul282015
Meredith Carbrey named to Stanley K. Lacy Executive Leadership Series® Class XXXIX
Meredith Carbrey CFP® has been selected to participate as a member of Class XXXIX of the Stanley K. Lacy Executive Leadership Series® (SKL), a highly competitive program that seeks to expand the ranks of community leaders. Carbrey, a wealth advisor with Bedel Financial Consulting Inc., is one of only 25 young professionals to be accepted into this year’s class. {more}
May202015
Elaine Bedel Honored with Hoosier Heritage Lifetime Achievement Award
Elaine E. Bedel, CFP®, CEO and president of Indianapolis-based Bedel Financial Consulting, Inc., has been selected to receive the 2015 Hoosier Heritage Lifetime Achievement Award from Heritage Place of Indianapolis, Inc. {more}
May122015
Bedel Financial Recognized as one of the Top Women-Owned RIAs in the country_OLD
Bedel Financial Consulting, Inc. was recently named among the “Top Women-Owned RIAs” in the nation by WealthManagement.com. The firm was also included on this list consecutively since 2012. A registered investment advisor (RIA) provides investment management as well as other financial services and is regulated by the Securities and Exchange {more}
May42015
Bedel Financial Welcomed Kathleen Passanisi, PD, CSP to our 2015 Ladies Luncheon
Guest speaker Kathleen Passanisi taught us how to deal with life's stress with humor and how to Live By Design! {more}
Feb232015
Evan Bedel, CFP® featured in USA Today - Money
USA Today's special article “There ought to be these retirement laws” featuring Evan Bedel, CFP® While federal and state policy makers are working hard to propose laws that would help those saving for retirement, many believe there is still much work to be done. Read on to see what laws Evan Bedel feels need to be enacted to enhance {more}
Dec12014
Ryan Collier featured in The Financial Times’ Financial Advisor IQ
The Financial Times’ Financial Advisor IQ article “Safety Tips When Using Unconstrained Bond Funds” featuring Ryan Collier Unconstrained bond funds are enjoying increased popularity these days, due in part to talk of higher interest rates, as well as fear that long-term bonds will lose momentum. However, unconstrained bond funds, also {more}
Nov242014
Elaine Bedel - Opening Remarks at Schwab IMPACT 2014
Elaine Bedel, CFP®, and Dave Crossman, CFA, attended the 2014 Schwab IMPACT Conference in Denver, Colorado in early November. This national event is an invitation-only professional conference attended by independent advisors to learn about key issues in the financial and investment industry as well as to discuss best-practices to better serve their {more}
Oct212014
Meredith Carbrey Featured in Women’s Fund Article
Women’s Fund Article “Are You Financially Frugal? Tips from Female Financial Advisors” featuring Meredith Carbrey The definition of financial frugality can vary greatly from person to person. Each individual’s idea of being frugal is shaped by past experiences, present circumstances and future desires. For some, it might mean {more}
Oct212014
Bedel Employees Joined Indy DO Day Efforts!
In support of Indy Do Day, the staff of Bedel Financial Consulting dedicated their day on October 2nd to help Wheeler Mission. They spent the day sorting and organizing the distribution center and Thrift Store on S. Madison Ave. in downtown Indianapolis. As a group, Bedel Financial provided a combined number of 50 hours helping this worthy cause. {more}
Sep232014
Evan Bedel, Finalist for Indy's Best & Brightest Under 40
Junior Achievement of Central Indiana, Inc. announced its finalists for the 11th annual Indy’s Best and Brightest event. {more}
Aug12014
Bedel Financial Consulting Cited As One of Nation's Most Elite Advisors
In June 2014, Bedel Financial Consulting, Inc. was honored to be included in the inaugural edition of Financial Times' FT 300, a list of the nation's Top Registered Investment Advisors. More than 2,000 applicants were considered based on six criteria: amount of assets managed, growth rate of assets, years in business, compliance record, industry {more}