Bedel Financial Consulting

We have had an outstanding experience working with Kate and Austin as our financial advisors. They are knowledgeable, thoughtful, and incredibly responsive, and we truly feel fortunate to have them guiding our financial planning. As our lives have evolved (especially with starting a family and now planning for our child’s financial future) we have come to them with countless questions. No matter how big or small the topic, Kate and Austin always take the time to explain things clearly and thoughtfully, making sure we feel confident and informed in every decision. What sets them apart is not just their expertise, but their genuine care and patience. They never make us feel rushed and always welcome our many questions with warmth and professionalism. Planning for our child’s future has been overwhelming, but they have helped us think through everything from long-term investments to education planning with clarity and reassurance. Kate and Austin are proactive, detail-oriented, and truly invested in their clients’ success. We feel like we have partners in our financial journey, not just advisors. Their guidance has given us tremendous peace of mind, and we trust them completely with our family’s financial future. We cannot recommend Kate and Austin highly enough. They are exceptional advisors and wonderful people to work with.

Bedel Financial Consulting has been an incredible partner in my financial journey. From the very beginning, I felt genuinely respected, heard, and supported. They take the time to truly understand your personal financial situation and create a plan that feels thoughtful, intentional, and tailored specifically to you. I’ve had the privilege of working with Kate Sullivan, and can say she has been there for me every step of the way. Her patience, expertise, and steady guidance have given me an incredible sense of confidence and peace of mind when thinking about my financial goals and my future. The entire Bedel team cares deeply about their clients and that commitment shows in everything they do. I’m grateful for their support and will continue to trust them with my financial needs for years to come.

After my wife and I both took on jobs with complex compensation, including RSUs and employee stock purchase programs, we sought out professional advice on how to invest our money and file our taxes. Working with Bedel has been exactly what we were looking for and has given us complete peace of mind. Working with Kate and Jonathan has been a pleasure. They are extremely professional and patient while dealing with our various questions and always make us feel supported. They explain everything going on with our assets in simple terms, make sure we are checking all of our boxes not just with money but also with life planning, and are always quick to reply when we need them. Bedel has given us a friendly, professional, stress-free environment in which we always come away confident that we are making the best decisions for our family's future. Strongly recommended for anyone dealing with anxiety or uncertainty around how to handle their finances and plan for the future.

Kate, Anthony, Elaine and the entire team at Bedel Financial consulting have been so welcoming, knowledgeable and fantastic to work with! From our regular communications and on-demand support they provide, to the helpful quarterly reports and bi-annual meetings, my husband and I feel supported, guided and financially secure. Moreover, witnessing how engaged Kate and the Bedel team are throughout our community investing in events, speaking at forums and even hosting their own gatherings with their clients, we are most grateful to be a part of such an intentional network of advisors!

I’ve had the pleasure of working with Evan for over ten years, and during that time, I’ve experienced many life changes that have shaped my financial goals and plans. Evan—and more recently, Kate, who joined us five years ago—have been there every step of the way. Together, they’ve helped my wife and me create a comprehensive financial plan and investment strategy that has supported major milestones like buying a home, starting a family, saving for college, and preparing for retirement. Their expertise, patience, and personalized approach have given us true peace of mind about our financial future. The Bedel Financial team exemplifies professionalism, knowledge, and a true commitment to their clients’ success. The bottom line...we trust Bedel Financial and wholeheartedly recommend them.

Working with Bedel has been a professional, enjoyable experience from the first day. Kate and Austin provided my wife and I with a plethora of knowledge, strategies, and key considerations to set our family up for success as we look forward to the future. Kate and Austin’s expertise was both genuine and personalized in nature - they’ve created a trustful relationship that we look forward to continuing and would recommend others to consider the same!

I absolutely love working with Kate and Austin. They are incredibly helpful, always quick to reply, and truly make me feel supported. What I appreciate most is how much they care about teaching me — they consistently take the time to explain industry trends and help me understand exactly what’s happening with my money. I feel confident and informed knowing they’re in my corner. Highly recommend!