Bedel Financial Consulting

"When I retired, I was stressed about investing and spending my nest egg after decades of solely focusing on saving it. I sought expertise and as a fee-only firm with solid credentials, Bedel was at the top of my list. Sarah and David have exceeded my expectations with not only the investment perspective but financial aspects that had not even hit my radar. And they make it easy to discuss both broad and personal topics. I am grateful to have connected with them."

"We weren't sure what all to expect as we were new to professional financial advisors but I can't say enough good things about Kate and Austin. They have stepped us through the process of setting up a long-term plan while keeping our family goals at the forefront. Communication and transparency is excellent, I can't recommend Bedel enough."

"We have been working with Kate and Austin for a few years now and we’ve been impressed since the very beginning! They’re personable and knowledgeable, so our meetings are collaborative in a way that makes me feel comfortable discussing the daunting world of finance. The plans they have put together have helped set us up to be confident in our financial future. I couldn’t recommend our Bedel Team more highly."

"I am a veterinarian and found Bedel by chance after finishing my residency. I had a load of student loan debt and no idea how to set up my life for financial success. Bedel was wonderful to work with from the start and my wife and I will be life long clients. They are fiduciary and we fully trust them. Highly recommend to anyone of any income or stage of life."

"My wife and I have been clients of Bedel Financial for fourteen years and during this time they have always met or exceeded our expectations. The diversified financial plan created for us has been serving us well. Communication with the firm has always been outstanding whether in person, phone calls or on-line and our questions are answered promptly. Transparency is important and Bedel Financial has always provided a high level of that. Also, being a fee-only adviser simplifies things, so there are never any surprises. Now our two married daughters are starting their families and because of our positive experience we encouraged both to explore using Bedel for their financial planning needs. Both did and are now clients, with financial plans in place. These days, when it is rare to find truly excellent customer service Bedel continues to deliver it to our family. Jeff Stevens"