Evan D. Bedel, CFP®

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Owner and Director of
Finance & Strategy

Evan Bedel CFP Document

As founder of Generation NeXt, a service for helping young professionals establish a solid financial foundation for their future, one of my roles is 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. We assist in developing an investment strategy that is in-line with their long- and short-term financial goals; including, debt reduction strategies, saving strategies, tax planning, investment education and advice, insurance analysis, retirement planning, and more. We help educate the adult children of our clients about the importance of fiscal responsibility.

Another role at Bedel is serving as Director of Strategy and Finance for the firm. This role includes long-term internal business strategy planning and control of financial decision making for the firm.

Wealth Management Experience

  • Experience includes investment portfolio management, GenerationNeXt services, Retirement Plan Consultant, and comprehensive financial planning.

Career History

  • Bedel Financial Consulting, Inc., Financial Planner.
  • 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).
  • Past President, Financial Planning Association of Indiana.
  • Board of Trustees, Brebeuf Jesuit (2019 - present).
  • Past President, Brebeuf Jesuit Alumni Board of Directors.
  • Investment and Endowment Committee, Brebeuf Jesuit Board of Trustees.
  • 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 - 5 Year Winner (2014 - 2018).
  • 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:

Evan Bedel, CFP® | CFP Certificate | Bedel Financial


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