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
Golf Your Way to Financial Success
Playing golf in 40 degree weather is not as much fun as it may seem, but a few weekends ago it taught me a valuable lesson.
Top 5 Things to Look for in a Financial Planner
If there's one thing you want to know about your financial planner, it's this: Is he or she qualified? This isn't necessarily something you can find out from surfing the Web. Here are five things you’ll want to know when you’re selecting a financial planner.
Another Reason to Have a Baby
Today, I’m making a list of the Top 5 Reasons to Have a Baby. Yes, I said it. Here are the Top 5 Reasons to Have a Baby!
Out-Smarting Uncle Sam is Fun
Most of us have 401(k) or 403(b) retirement plans at work, right? A question I’m often asked is whether it’s better to contribute to a Roth IRA or a 401(k).
I Wanna Be, Forever Young!
As the great days of college will soon come to an end, you will all sit back, relax, and smile while thinking about the good times and the unforgettable moments.
You Must Buy this Stock, Now!
Think about the first time you received advice from a friend on buying a stock. Was it a stock you had heard of before? Often, these friends have hot information about an up-and-coming technology stock that’s sure to boom. Easy money!
The Power of Compounding Interest
Many times we look at our short-term goals—buying the latest hot car, Xbox360, or 50-inch 1080P 120HZ LCD HDTV (I’ve done my research)—when we really should be focusing on the big financial picture.