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Olivia Simon Maynes

Bedel Financial Consulting Inc.

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About Olivia Simon Maynes

Olivia Maynes is an Investment Advisor Representative at Bedel Financial Consulting Inc. Olivia is licensed to practice in Indiana. Olivia has been a Certified Financial Planner™ since 2018. Olivia has experience in the financial services industry since July 2019. Olivia's specializations include retirement planning, college savings, estate planning, and insurance planning. Olivia is registered to provide investment advice to individuals, corporations, and charitable organizations.

Firm Information

Olivia Maynes is currently registered with Bedel Financial Consulting Inc.. Bedel Financial Consulting Inc. is an Indianapolis, IN-based investment advisory firm. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting. Bedel Financial Consulting Inc. manages approximately $2.14 billion in assets for a total of 4,806 client accounts, primarily for high-net-worth individuals, corporations or other businesses, and charitable organizations.
Bedel Financial Consulting Inc.

8940 RIVER CROSSING BLVD.

INDIANAPOLIS, IN 46240

$2.14B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Olivia Maynes’s Registration & Firm History

MD

05/26/2022 - Present

Bedel Financial Consulting Inc. (Hanover MD)

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Licenses & Designations

State Registrations

Active

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SRO Registrations

Disclosures

There are no public disclosures for Olivia Simon Maynes.
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