A complete list of active advisors currently associated with Bedel Financial Consulting Inc

Warmer can help you find a great advisor at Bedel Financial Consulting Inc or one who fits your needs even better.

Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans. The firm is a fee‑only, registered investment adviser that generally manages client accounts on a discretionary basis and operates under a fiduciary standard for retirement accounts. The firm’s investment process combines fundamental, technical and quantitative analysis and can be implemented across a wide set of instruments and strategies, including long and short purchases, short‑term trading, short sales, margin transactions, options strategies (covered, uncovered and spreads) and structured notes; Bedel also may recommend separately managed accounts and third‑party managers. Accounts are reviewed at least quarterly and the adviser describes procedures to seek best execution and to allocate aggregated trades across client accounts. What is distinctive relative to many peers is that Bedel’s managed accounts may employ derivatives and borrowing (margin) as part of implementation, and the firm’s marketing materials include client testimonials and advertised third‑party ratings. The brochure also documents operational practices — such as occasional possession of client checks and access to client login credentials — that have prompted specific custody safeguards, including independent annual surprise examinations.

To learn more about the advisors currently working at Bedel Financial Consulting Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.