Bedel Financial Consulting

I can't say enough good things about my experience with Bedel. Before meeting with them, I had struggled with money and felt overwhelmed by financial info/resources. I had also been struggling with "societal expectations" around achieving financial/life milestones (i.e., get married, buy a house, have kids, etc.). When speaking with staff at Bedel, especially Kate, our conversations were completely judgement free and compassionate. I felt supported AND celebrated. The conversations we had and simple goals we set have yielded big changes in my finances. My relationship with money has changed for the better since becoming a client of Bedel's. I'm incredibly grateful for Kate's help and honesty. I highly recommend their services and am so looking forward to continuing to work with Kate.

We have been with Bedel Financial Consulting for about 18 years now. Our advisors and the entire Bedel team which supports them have done and continue to do absolutely outstanding work. They answer our questions and meet our needs at every turn. I wouldn't have anyone else working with us on these matters!

I always feel so confident when I leave my meetings at Bedel Financial. I get wonderful advice and I get great investment results, even during dreadful economic times. My husband and I started investment accounts for our children and they are still with Bedel as adults with their own families. It makes me feel confident about their futures as well.