Bedel Financial Consulting Inc

Anthony Harcourt is a financial advisor at Bedel Financial Consulting Inc in Indianapolis, IN, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with Bedel Financial Consulting since 2014. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm serves both non‑high-net-worth and high-net-worth clients, employing a diverse investment approach that includes fundamental, technical, and quantitative analysis across a broad range of strategies.

Mathew Ryan is a CFP® professional with 12 years of industry experience. He has worked at Bedel Financial Consulting Inc. since 2018 and previously spent five years with Four Quadrant Wealth Advisors. He is based in Indianapolis, IN, and holds a Series 65 license. Bedel Financial Consulting provides customized portfolio management and financial planning to a diverse client base, including private individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm employs a multifaceted investment approach utilizing fundamental, technical, and quantitative analysis and manages approximately $2.9 billion in client assets.

Evan Bedel is a CFP® and principal at Bedel Financial Consulting Inc with 16 years of industry experience. He has been with Bedel Financial Consulting since 2009. Bedel Financial Consulting provides customized portfolio management and financial planning services to a diverse client base, including private individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm uses a comprehensive investment process that incorporates fundamental, technical, and quantitative analysis and manages assets primarily on a discretionary basis.

Nicholas Rosebraugh is a CFP® professional at Bedel Financial Consulting Inc with six years of industry experience, including prior roles at Charles Schwab and several other firms. Before entering financial services, he worked in the food service industry. Bedel Financial Consulting provides customized portfolio management and financial planning to a diverse client base, using a broad range of investment strategies and managing most assets on a discretionary basis.

Ryan Collier is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63, Series 65, and Series 66 licenses and has 16 years of industry experience. Collier has been with Bedel Financial Consulting since 2006. Bedel Financial Consulting provides customized portfolio management and financial planning for private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm serves both non-HNW and high-net-worth clients using a range of strategies that include fundamental, technical, and quantitative analysis, managing most assets on a discretionary basis.

Catherine Sullivan is a CFP® professional with seven years of experience in financial advising. She has been with Bedel Financial Consulting Inc since 2016. Prior to joining Bedel, she worked at Indiana State University from 2012 to 2016. Bedel Financial Consulting provides customized portfolio management and financial planning to a diverse client base, including private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and quantitative analysis across a broad range of strategies, managing approximately $2.9 billion primarily on a discretionary basis.

Meredith Carbrey is a CFP® affiliated with Bedel Financial Consulting Inc. in Indianapolis, IN, with 17 years of industry experience. She has been with Bedel Financial Consulting since 2007. Bedel Financial Consulting provides customized portfolio management and financial planning to a diverse client base, including private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm employs a broad range of investment strategies and manages most client assets on a discretionary basis.

David Crossman is a CFA® charterholder with 18 years of industry experience. He has worked at Bedel Financial Consulting, Inc. since 2012. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm serves both non‑HNW and high‑net‑worth clients and employs a diverse investment approach that includes fundamental, technical, and quantitative analysis, managing approximately $2.9 billion on a discretionary basis.

Kathryn Hower is a CFP® professional at Bedel Financial Consulting Inc with 21 years of industry experience. She has been with Bedel Financial Consulting since 2005. Bedel Financial Consulting provides customized portfolio management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and institutions. The firm employs a comprehensive investment approach that integrates fundamental, technical, and quantitative analysis while utilizing a broad range of strategies and investment types.

Sarah Mahaffa is a CFP®-certified financial advisor with 17 years of industry experience. She has worked at Bedel Financial Consulting, Inc. since 2016 and previously at Charles Schwab from 2008 to 2016. Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm serves both non-high-net-worth and high-net-worth clients using a variety of investment strategies and typically manages client assets on a discretionary basis.

Olivia Maynes is a CFP® professional with four years of industry experience, currently serving as an advisor at Bedel Financial Consulting Inc. She previously worked at Aspen Wealth Management and Davenport & Co., LLC, and held a role at Virginia Tech. Bedel Financial Consulting provides customized portfolio management and financial planning to a diverse clientele, including private individuals, families, trusts, charitable organizations, and institutions. The firm employs a multi-strategy investment approach and manages the majority of client assets on a discretionary basis.

Jonathan Koop is a CFA® charterholder with 10 years of industry experience. He has worked at Bedel Financial Consulting, Inc. since 2017 and previously spent two years at Cambridge Associates. Bedel Financial Consulting provides customized portfolio management and financial planning to a diverse client base, including private individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm employs a broad investment approach that integrates fundamental, technical, and quantitative analysis across various strategies, managing most client assets on a discretionary basis.

Elaine Kops Bedel is a CFP® with 25 years of industry experience and has been with Bedel Financial Consulting Inc since 1989. She has also worked with the Indiana Destination Development Corporation and the Indiana Economic Development Corporation. Elaine is a member of Capstone, LLC, a network of financial planners focused on practice management and investment research. Bedel Financial Consulting provides customized portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm serves both non–high-net-worth and high-net-worth clients, employing a comprehensive investment approach that includes fundamental, technical, and quantitative analysis with access to a broad range of investment strategies.

Collin Knecht is a financial advisor at Bedel Financial Consulting Inc with a Series 65 credential and one year of industry experience. Prior to joining Bedel Financial, he worked at Fi3 Advisors and Wallenius Wilhelmsen Solutions. Bedel Financial Consulting provides customized portfolio management and financial planning to a range of clients, including individuals, families, trusts, charitable organizations, institutions, and retirement plans. The firm employs a diverse investment approach utilizing fundamental, technical, and quantitative analysis across various strategies, managing most client assets on a discretionary basis.

Austin Stagman is a financial advisor with Bedel Financial Consulting Inc in Indianapolis, IN. He holds Series 63 and Series 65 credentials and has nine years of industry experience, including ten years at Bedel Financial Consulting. Bedel Financial Consulting provides customized portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm serves both non-high-net-worth and high-net-worth clients, employing a diverse investment approach that includes fundamental, technical, and quantitative analysis across a broad range of strategies.