Bedel Financial Consulting, Inc.

Bedel Financial Consulting is a comprehensive, fee-only wealth management firm, dedicated to helping you achieve financial security. We understand that you may not have the time, energy or expertise to manage it all yourself. You don’t have to.

From the time Bedel Financial was founded in 1989, we knew the key to success was to put your interests first. As a Fiduciary, we’ve held ourselves to the highest standard of care since the firm was established. Our client-first approach is built on transparency and trust—no commissions, no products to sell, no conflicts of interest. Just confidence and peace of mind, so you can focus on the moments most important to you.

But what is Comprehensive Wealth Management?  Whether it’s getting your children to the college of their choice or establishing a plan to let you fully enjoy your retirement, your savings and investments play a vital role in ensuring you achieve your financial dreams. That is exactly why Bedel Financial Consulting provides comprehensive wealth management. By establishing a financial plan that works congruently with your investment strategy; you’re certain that all the aspects are working together. We not only understand your aspirations but we integrate your investments so your portfolio is working to support them.  The best way to grow and manage your savings is to define and create a customized financial plan.

Do you think this would help you feel more confident about your financial future? If so, take a moment to explore our website and if you are ready to make your financial security a priority, email us to schedule an initial consultation, no charge!