Deerfield Financial Advisors, Inc.

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Deerfield Financial Advisors, Inc.

Deerfield Financial Advisors specializes in helping well-established individuals face life’s surprises and financial challenges.

Since 1985, Deerfield Financial Advisors, Inc., has grown to be one of the leading financial planning firms in the Midwest. Thanks to the pioneering leadership of founder Dick Bellmer, Deerfield became a fee-only advisory firm early in the company’s history.
 
From the beginning, our clients’ best interests have always come first. Since then, we’ve grown from a one person firm to a multi-office organization, with 15 team members in our Indiana and Illinois offices.

Deerfield’s strong foundation and continuity of leadership has propelled us to grow as a company while maintaining a deep commitment to our original mission and values. These foundational values include independence and private ownership, transparency, and a steadfast responsibility to our client’s best interests.

You’ve worked hard, accumulated assets, and now you are looking for professional financial advice to help plan for the future. Sometimes life can also take an unexpected turn and you need help finding the right path. Deerfield Financial Advisors specializes in helping:
  • Individuals and couples planning for or already enjoying retirement
  • Business owners anticipating a liquidity event
  • Individuals who have recently lost a spouse or been through a divorce
  • Entrepreneurs and executives wishing to diversify their holdings
  • Families seeking to transfer wealth to later generations and create a lasting legacy through charitable giving
  • Individuals who have recently received an inheritance


Planning Process
Our interactive planning process begins with a complimentary, no-obligation meeting with one of our financial advisors to learn more about our services and

Advisors at this Office

Advisors at Other Firm Offices

Deerfield Financial Advisors, Inc.

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This Office

8440 Woodfield Crossing Blvd Ste 360 Indianapolis, IN 46240-4346 Phone: (317) 469-2455 Fax: (317) 469-2460

Primary Office

8440 Woodfield Crossing Blvd Ste 360 Indianapolis, IN 46240-4346 Phone: (317) 469-2455 Fax: (317) 469-2460

Other Offices

1480 Renaissance Dr Ste 215 Park Ridge, IL 60068-1353 Phone: (847) 789-5000 Fax: (815) 572-9291