Firm Recognition

 

  • Winner of Small Business Commerce Association's "Best of Business Award" in the category of Financial Consultants for 2009
  • Featured as one of the “150 Best Financial Advisors for Doctors”, Medical Economics, November 2009. Also included on previous list in 1998, 2000, 2002, 2004, 2006 & 2008. 
      
  • Kathryn J. Hower, CFP®, William Wendling, CFA & Elaine E. Bedel, CFP®, were named “2008 FIVE STAR Best In Client Satisfaction Wealth Manager” in Indianapolis Monthly, October 2008.
     
  • Elaine E. Bedel, CFP® was recognized in Wealth Manager ranking of “50 Distinguished Women in Wealth Management”, published by Wealth Manager, May 2008.
  • Recognized in “Wealth Manager’s ranking of America’s Top Wealth Managers”, published by Wealth Manager in 2002, 2003, 2004, 2005, 2006 and 2007.   

     

  • Consistently named to the “National Top Financial Advisors” list published by Worth Magazine, 1994 to 2004. 
     
  • Recognized as one of “The Nation’s Most Exclusive 100 Wealth Advisors”, by Worth Robb Report, January 2004.
     
  • Featured as one of the “100 Great Financial Planners from Coast to Coast”, Published by Mutual Funds Magazine, October 2001/September 2002.
     
  • William Wendling, CFA was recognized in the “Who’s Who Behind the Scenes In Banking & Financial Services” article by Indianapolis Business Journal, October 2003.
     
  • Elaine E. Bedel, CFP® was recognized as a “Mover and Shaker” in the financial planning profession By Financial Planning Magazine in January 2003.
     
  • Elaine E. Bedel, CFP® was recognized as one of three “Women in the Lead” finalists presented by Network of Women in Business and the Indianapolis Business Journal in June 2002.
     
  • Elaine E. Bedel, CFP® received the “Alumni Achievement Award” in the field of Finance, Hanover College, May 1999. 
     
  • Elaine E. Bedel, CFP® was named to the list of “Influential Women in Indianapolis” as published in the Indianapolis Business Journal and the Indiana Lawyer, June 1998. 
     
  • Elaine E. Bedel, CFP® was named “Business Woman of the Year” for 1994 by the Network of Women in Business.
     
  • Elaine E. Bedel, CFP® was Listed in the Business segment of “Great Expectations – Men and Women Under 40 Building a Better Indianapolis”, Indianapolis Magazine, April 1985