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    Deerfield Financial Advisors

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    Description

    • Since 1985, Deerfield Financial Advisors, Inc., has grown to be one of the leading financial planning firms in the Midwest. Thanks to the pioneering leadership of founder Dick Bellmer, Deerfield became a fee-only advisory firm early in the companys history. From the beginning, our clients best interests have always come first. Since then, weve grown from a one person firm to a multi-office organization, with 15 team members in our Indiana and Illinois offices.Deerfields strong foundation and continuity of leadership has propelled us to grow as a company while maintaining a deep commitment to our original mission and values. These foundational values include independence and private ownership, transparency, and a steadfast responsibility to our clients best interests.Deerfield has been recognized as one of the best financial planning firms for doctors, recognized for its growth in Bloomberg, has been published in numerous magazines and newspapers including The Wall Street Journal. Our team has appeared on Fox News and on The Wall Street Journals website.Why Deerfield?Deerfield offers a rich diversity of knowledge and specializations. We have over 25 years of experience between our teams in Indiana and Illinois in handling complicated investment and financial needs.The only person we have to serve is you. As an independent registered investment advisor, Deerfield is not affiliated with any brokerage firms, insurance companies, banks or financial service providers. Independence is key to offering investment and financial advice based on your specific needs and circumstances.Your fees are simply based on a percentage of assets managed and the complexity of your financial needs. You know what youre paying for and it gives us an incentive to grow your assets. We do not receive commissions, discounts, reimbursements, bonuses, referral fees or any other economic incentives from any third party.
    • location

      Headquarters:8440 Woodfield Crossing Boulevard , Indianapolis, Indiana, United States

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    • Deerfield Financial Advisors phone

      Phone Number: +1 317-469-2455

    • Deerfield Financial Advisors website

      Website: https://www.deerfieldfa.com

    • Deerfield Financial Advisors employees

      Employees:38

    • Deerfield Financial Advisors revenue

      Revenue:$1 - 10M

    • Deerfield Financial Advisors legal name

      Legal Name:Deerfield Financial Advisors

    • Deerfield Financial Advisors's Social Media

      Deerfield Financial Advisors linkedin Deerfield Financial Advisors facebook Deerfield Financial Advisors twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Compliance Officer for Deerfield Financial Advisors

    Marsha Kalasmiki

    Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Marsha Kalasmiki

    Chief Compliance Officer

    Brad Cougill

    Executive Vice President And Chief Investment Officer

    Dick Bellmer

    Chairman Emeritus

    Gary Bowyer

    Executive Vice President

    Frequently Asked Questions regarding Deerfield Financial Advisors

    • Where are Deerfield Financial Advisors's Headquarters?

      Deerfield Financial Advisors's Headquarters are in 8440 Woodfield Crossing Boulevard ,Indianapolis,Indiana,United States

    • What is Deerfield Financial Advisors's phone number?

      Deerfield Financial Advisors's phone number is +1 317-469-2455

    • What is Deerfield Financial Advisors's official website?

      Deerfield Financial Advisors's official website is https://www.deerfieldfa.com

    • What is Deerfield Financial Advisors's Revenue?

      Deerfield Financial Advisors's revenue is $1 - 10M

    • What is Deerfield Financial Advisors's NAICS code?

      Deerfield Financial Advisors's NAICS code is 523930

    • How many employees are working in Deerfield Financial Advisors

      Deerfield Financial Advisors has 38 employees

    • What is Deerfield Financial Advisors's Industry?

      Deerfield Financial Advisors is in the industry of Financial Services

    • Who is Deerfield Financial Advisors's Chief Compliance Officer?

      Deerfield Financial Advisors's Chief Compliance Officer is Marsha Kalasmiki

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