Indianapolis Office
9229 Delegates RowSuite 200
Indianapolis, IN 46240
Phone
317.582.0700
Fax
317.582.0701
We have additional advisors serving out of our Greenwood, IN location:
549 E County Line Rd
Suite A
Greenwood, IN 46143
Phone
317.582.0700
Wealth Management & Trust Services
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 and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Family Office
- Sports & Entertainment services
- Business consulting services
- Institutional services
- Retirement plan consulting
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.
Managing Director
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