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Rotarian, Elaine Bedel and her company, Bedel Financial Consulting recognized!

By on January 29, 2016

Rotarian Elaine Bedel and her company, Bedel Financial Consulting Selected for Financial Planning’s Top 150 RIAs List for 2016

Financialplanning.com recently released its Top RIAs list for 2016. It’s the fifth year Financial Planning has published this list, and Bedel Financial Consulting is the only Indianapolis-based firm to be included. The 150 are a select group of RIAs (Registered Investment Advisors) who provide fee-only services. According to research firm Aité Group, there were 59,422 independent RIAs at the end of 2014, managing $2.7 trillion in assets of high net-worth individuals and institutional investors.

“I’m honored and delighted to be ranked among the top 150 RIAs in the U.S.,” said Elaine E. Bedel, CFP®, CEO and president of Bedel Financial. “Being an independent fee-only RIA is challenging in today’s rapidly changing financial environment. But I strongly believe our independence and fee-only business model offers the highest and most ethical service to our clients.”

New Jersey-based Discovery Data, which collects data on the financial industry, compiled the rankings for Financial Planning based on the amount of discretionary and nondiscretionary assets managed by the RIAs. To be included, the RIAs must be based in the U.S. and truly independent—free of affiliations with broker-dealers, insurance, firms, banks and large outside investors. Furthermore, individuals had to comprise 50 percent or higher of their client base.

Bedel’s expertise as a financial advisor is frequently requested for speaking engagements and for interviews. She’s featured on WTHR Channel 13’s Your Money show every Wednesday and has authored a weekly financial planning column for Inside Indiana Business’s newsletter, “The Inside Edge,” since 2003.

Bedel Financial is a wealth management firm providing fee-only financial planning and investment management services. Bedel founded the firm, which has since grown to 19 employees, in 1989. Bedel Financial actively manages more than $900 million in client investments.
For more information, visit Bedel Financial.

About Indy Rotary

The Rotary Club of Indianapolis was founded in 1913, just eight years after the formation of the first club in Chicago. We are a diverse and vibrant club with nearly 200 members. Club meetings are on Tuesday's at noon at Ivy Tech Community College Culinary and Conference Center, are open to the public and are concluded by 1:30 p. m. or before. Come join us!