Est. in 1989, Bedel Financial is a fee-only comprehensive wealth management firm for all generations. Our passion is to help people achieve financial goals.

Indianapolis, Indiana
Joined October 2014
Why do Indiana families trust Bedel Financial? We'll let the experts tell you. Learn more: BedelFinancial.com
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What does a great financial advisor relationship look like? Ask our clients. Read more Bedel client reviews: bedelfinancial.com/client-re…
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CYBER FRAUD: Institutions and organizations do their best to protect your information, but cyber fraud is on the uptick. It’s important that you do all you can to avoid being a victim. bedelfinancial.com/stop-cybe…
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TAXES: Withholding is easy, but estimated tax payments may save you a penalty! bedelfinancial.com/how-do-yo…
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INVESTING NEWS: 351 exchanges offer investors the opportunity to reduce concentration without incurring taxes. However, the hurdles noted above mean that they are appropriate for only a small subset of investors. bedelfinancial.com/a-good-pr…
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DOW 50,000: Market milestones come and go, but the principles of successful investing remain the same. Here's what you need to know about the Dow Jones reaching 50,000. bedelfinancial.com/dow-jones…
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Congratulations to Samuel Torres Ruiz, Class of 2027 at the University of Indianapolis, on being named the 2026 recipient of the @fpassociation of Greater Indiana's University/College Scholarship, sponsored by Bedel Financial Consulting! Samuel, we wish you much success.
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Many of life’s biggest stressors come from not knowing what will happen next. But knowledge and a better understanding of the factors involved can help you reduce uncertainty and, in some cases, benefit from it. bedelfinancial.com/how-to-re…
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NEW: The Bedel Barometer offers a comprehensive measure of the overall health of the U.S. economy. Find out what the latest version has to say about the stock market, housing, consumer spending, and more. Learn more: bedelfinancial.com/bedel-bar…
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