Bill Wendling, CFA

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Sr. Portfolio Manager and
Chief Investment Officer

As a portfolio manager, I partner with clients in helping to ensure their portfolio is invested in the best way to meet their long-term goals. Since every client has different goals, every client's portfolio is uniquely invested. Too frequently, people overcomplicate problems, when simplifying them would be helpful. I like Occam's razor which suggests that oftentimes the simplest solution is the best solution.

Investment Management and Financial Planning Experience

  • Over 25 years of experience in fee-only financial planning and investment management.
  • Experience includes developing and implementing investment strategies in coordination with financial goals.

Career History

  • Bedel Financial Consulting, Inc., Sr. Portfolio Manager, Chief Investment Officer

Education and Professional Designations

  • Awarded Chartered Financial Analyst designation.
  • Bachelor of Science, Economics/Finance and Mathematics Double Major, University of Indianapolis, Magna cum laude.
  • Presidential Scholar, University of Indianapolis.

Professional Activities

  • Past President and Past Board Member, CFA Society of Indianapolis.
  • Member, CFA Institute.

Community Activities

  • Treasurer, Hamilton County Leadership Academy, Graduate of 2012 Class
  • Finance Committee, Zionsville United Methodist Church (ZUMC)
  • Frequent mission trips to Guatemala
  • Sunday School Teacher, K-6th, ZUMC

Professional Recognition

  • Recognized in the "Who's Who Behind the Scenes In Banking & Financial Services" by Indianapolis Business Journal, October 2003.
  • Recipient of Five Star Wealth Manager Award, Indianapolis Monthly - 8 Year Winner.

Check out more fun facts about Bill:

Bill Wendling, CFA | Meet the Bedel Team


BLOG POSTS

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Jan 10, 2022

Should You Buy Bonds in 2022?

Owning bonds today is still relevant because they provide steady income and protect portfolios when risky assets fall. If you rely on your portfolio for spending, the bond portion should protect your spending level.

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Jan 6, 2022

Want to Earn 7% Risk-Free? There’s a Catch

The 7% yield is very attractive. It will probably change in May, but even then, the new yield will still likely be well above any other yields that you can get on cash alternatives.

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Oct 18, 2021

Completing a FAFSA? These Easy Steps Can Save You Time and Money

Following these four steps will take some time, but probably not as much time as you think. And, when you follow these steps, the likelihood of qualifying for financial aid increases incalculably.

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May 16, 2021

Family Issues: It’s about the Money!

Having conversations and making money decisions can be tough when it involves loved ones. Being proactive can save both your money and relationships.

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Jan 4, 2021

The Latest Stimulus, What Does $900 Billion Buy

The positive impact from the previous stimulus has encouraged another package. For individuals that qualify for a stimulus check, the money should arrive shortly.

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Sep 21, 2020

Let’s End 2020! But don’t forget year-end tax planning!

Spend some time now getting your 2020 tax picture in order. In just a few months, 2021 will arrive. Here are several things to consider before the calendar turns over.

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Jun 8, 2020

Job Losses: Living in an Allentown or a College Town?

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May 18, 2020

Bonds: The Canary in the Coal Mine

Have you heard the expression about the canary in the coal mine? Canary birds were the first to react to unhealthy conditions in coal mines and served as a warning to the miners. Bonds can also be like those canaries, warning investors of a coming recession.

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May 5, 2020

Records Get Headlines but Other Developments Are More Important

The stock market has experienced dramatic daily and weekly swings, both positive and negative. While traditional economic data will likely continue to be negative for some time, it is helpful to pay attention to developments in other areas that also provide signals of the health of the economy.

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Sep 3, 2019

Is Your Bond Portfolio Putting You at Risk?

When it comes to your investment portfolio, taking risk shouldn’t be a foreign concept. But many don’t necessarily think of risk when investing in bonds. We discuss the types of risk you would commonly find in the world of bonds and highlight what those risks could mean for your portfolio.

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Jul 11, 2019

What are HSAs and FSAs?

Most of us are familiar with the terms HSA and FSA, but chances are you might not understand the differences between the two medical savings accounts. While both can be offered by employers in conjunction with a health insurance plan, the two accounts have some marked differences. Read on for the details.

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Apr 29, 2019

8 (Financial) Tips for Sleeping Through a Storm

For some, the 4th quarter of 2018 might have seemed like a tough storm to weather when it came to the stock market. It can be difficult to batten down the hatches and ride out a financial storm, but with proper planning you can help to ensure your financial home withstands any bad weather that might come its way. We have eight tips to help you survive a financial storm.