Bedel Financial Consulting

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

8940 River Crossing Blvd Ste 120, Indian...

Phone Number

(317) 843-1358

Revenue

$5.1 Million

Industry

Finance Securities Trading

About Bedel Financial Consulting

Bedel Financial Consulting is a fee-only wealth management firm based in Indianapolis, dedicated to providing comprehensive financial services for all generations. Their offerings include retirement planning, multi-generational planning, education funding, and tax planning, aimed at young affluent professionals and families. The firm emphasizes a personalized approach to wealth management, ensuring clients can focus on their future while Bedel manages their finances. With a commitment to client education and community involvement, Bedel Financial is recognized for its expertise and client-centric services.Explore more
Bedel Financial Consulting's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Bedel Financial Consulting Org Chart

PhoneEmail
KH
United States flag for contact location.

Senior Wealth Advisor & Director, Financial P...

PhoneEmail
RC
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Senior Portfolio Manager & Director, Investme...

PhoneEmail

PhoneEmail
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AH
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Portfolio Manager

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WW
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Senior Portfolio Manager

PhoneEmail
AS
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Portfolio Manager

PhoneEmail
JK
United States flag for contact location.

Senior Portfolio Manager & Manager, Investmen...

PhoneEmail
DC
United States flag for contact location.

Portfolio Manager

PhoneEmail
OM
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Financial Planning Coordinator

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NR
United States flag for contact location.

Financial Planning Coordinator

PhoneEmail
KA
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Financial Planning Coordinator

PhoneEmail
MD
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Operations Specialist & Investment Assistant

PhoneEmail
CB
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Wealth Advisor

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Compare Similar Companies to Bedel Financial Consulting

Compare insights from companies similar to Bedel Financial Consulting, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bedel Financial Consultin...

$5.1M
11-50
Private
<$5M
1989
KH
Kathryn HowerSenior Wealth Advisor & Director, Financial Planning
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2012
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Bedel Financial Consulting Tech Stack

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Frequently Asked Questions Regarding Bedel Financial Consulting

What is Bedel Financial Consulting's official website?
Bedel Financial Consulting's official website is www.bedelfinancial.com
What is Bedel Financial Consulting's Revenue?
Bedel Financial Consulting's revenue is $5.1 Million
What is Bedel Financial Consulting's SIC code?
Bedel Financial Consulting's SIC: 62,628
What is Bedel Financial Consulting's NAICS code?
Bedel Financial Consulting's NAICS: 52,523
How many employees does Bedel Financial Consulting have?
Bedel Financial Consulting has 11-50 employees
What industry does Bedel Financial Consulting belong to?
Bedel Financial Consulting is in the industry of: Finance, Securities Trading
What is Bedel Financial Consulting competition?
Bedel Financial Consulting top competitors include: Purtill Financial, Core Wealth Management
What technology does Bedel Financial Consulting use?
Some of the popular technologies that Bedel Financial Consulting uses are: DoubleClick, MailChimp, LinkedIn Ads, Google Font API
How do I contact Bedel Financial Consulting?
Bedel Financial Consulting contact info: Phone number: (317) 843-1358 Website: www.bedelfinancial.com
What does Bedel Financial Consulting do?

Bedel Financial Consulting is a fee-only wealth management firm based in Indianapolis, dedicated to providing comprehensive financial services for all generations. Their offerings include retirement planning, multi-generational planning, education funding, and tax planning, aimed at young affluent professionals and families. The firm emphasizes a p... ersonalized approach to wealth management, ensuring clients can focus on their future while Bedel manages their finances. With a commitment to client education and community involvement, Bedel Financial is recognized for its expertise and client-centric services.Read More

What are Bedel Financial Consulting social media links?
Bedel Financial Consulting Linkedin page Bedel Financial Consulting Twitter page Bedel Financial Consulting Facebook page
Is Bedel Financial Consulting a public company?
Bedel Financial Consulting is private company therefore does not currently have an official ticker symbol
See more information about Bedel Financial Consulting

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