Financial advisors promote wealth and well-being just as physicians promote health and wellness.

Bedell Investment Counselling is a family of investment professionals whose mission is to meet our clients’ needs by preserving and increasing wealth while building a relationship of trust. Our goal is to provide clients with financial security, independence and success.

We have been following our mission since our founding in 1975. Many of our clients have been with us since the 1970’s, which we feel is a testament to our success.

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We offer financial planning services tailor-made for your individual situation. Because we do not sell any products, we provide an objective check-up on all money decisions. Each portfolio is customized based on our clients’ specific needs. Our services provide an action plan to achieve your investment goals. As your lifestyle changes, so will your goals. We help you control your finances, instead of letting them control your finances, instead of letting them control you.

Portfolio Management is the therapeutic treatment to keep your investments healthy. We are Wall Street-trained in securities analysis and portfolio management. We provide professional and experienced money management using updated electronic research as well as invaluable Wall Street contacts.
Our Strategy is to balance stocks and bonds Both stocks and bonds are utilized in the construction of the investment portfolio. We use directly owned stocks and bonds rather than mutual funds. This traditional approach to portfolio management allows us to minimize taxes, maximize total return and hedge long-term investments during volatile market periods.