Indianapolis, IN
Serving
Indianapolis, IN
Since
1988
The Indianapolis financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum.
With a staff of over 50 professionals and Blue Trust's largest office, the Indianapolis office's financial advisors serve clients across the wealth spectrum and are one of the largest wealth management practices in the Midwest. Established in 1988, it is currently led by managing director Aaron Klopfenstein, who has over 25 years of experience at Blue Trust. The office hosts regular educational events along with client and prospect gatherings, fostering a strong sense of community and ongoing engagement with those they serve.
Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: Closed
Central Region Managing Director, Sr. Private Wealth Advisor, Sr. Partner
Aaron Klopfenstein
Wealth Management & Trust Services
Our team provides a full range of financial services tailored to your unique needs and goals.
Financial Planning
When financial decisions begin to intersect, coordinated planning helps you bring structure to cash flow, retirement projections, taxes, estate considerations, and generosity.
Investment Management
If you want your investments to serve defined goals, disciplined portfolio management aligns your assets with your financial plan, time horizon, and convictions.
Trust & Estate Services
When it comes time to establish or administer trusts and estates, experienced fiduciary oversight helps ensure your intentions are carried out efficiently and in the best interests of your family.
Philanthropic Consulting
When significant charitable capital is being deployed, independent research and due diligence help you evaluate organizations, leadership, and program effectiveness.
Business Consulting
Business owners facing succession or transaction decisions benefit from experienced advisory support to evaluate options and guide the thoughtful transition of their companies.
