Indianapolis Financial Advisors

Home » Indianapolis, IN
Indianapolis Office
9229 Delegates Row
Suite 200
Indianapolis, IN 46240
Phone
317.582.0700
Fax
317.582.0701

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, the Indianapolis office's financial advisors serve over 1,500 clients across the wealth spectrum with combined assets under advisement of $5.77 billion, making it Blue Trust’s largest office and one of the larger 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. *As of 6/30/24 and subject to change.

Meet our Indianapolis Financial Advisors

  • See Bio

    Tim Bowman

    Tim Bowman, CFP®, CKA®

    Indianapolis, IN

  • See Bio

    Thomas Dafnos

    Thomas Dafnos, CFP®

    Indianapolis, IN

  • See Bio

    Brent Dunn

    Brent Dunn, CKA®, CFP®

    Indianapolis, IN

  • See Bio

    Mike Evans

    Mike Evans, CFP®, CWS®, CKA®

    Indianapolis, IN

  • See Bio

    Scott Goldsmith

    Scott Goldsmith, CPA/PFS, CKA®

    Indianapolis, IN

  • See Bio

    Michael Graber

    Michael Graber, CPA/PFS

    Indianapolis, IN

  • See Bio

    Corey S. Harper

    Corey S. Harper, CFP®, CPA

    Indianapolis, IN

  • See Bio

    Layne D. Hoekema

    Layne D. Hoekema, CFP®, CPA/PFS, CWS®

    Indianapolis, IN

  • See Bio

    Jeff Huitsing

    Jeff Huitsing, CFP®, CWS®, CKA®

    Indianapolis, IN

  • See Bio

    Scott Kiesel

    Scott Kiesel, CFP®, CWS®, CKA®

    Indianapolis, IN

  • See Bio

    Aaron Klopfenstein

    Aaron Klopfenstein, CFP®

    Indianapolis, IN

  • See Bio

    Meredith Koski

    Meredith Koski

    Indianapolis, IN

  • See Bio

    Sean Mansell

    Sean Mansell, CFP®, CFA®, CWS®

    Indianapolis, IN

  • See Bio

    Sarah McKaig

    Sarah McKaig, CFP®, CKA®, CSA®

    Indianapolis, IN

  • See Bio

    John D. Miley III

    John D. Miley III, CPA/PFS

    Indianapolis, IN

  • See Bio

    Paul O’Bold

    Paul O’Bold, CFP®, CKA®

    Indianapolis, IN

  • See Bio

    Amanda Phillips

    Amanda Phillips, CFP®, CAP®, CWS®, CKA®

    Indianapolis, IN

  • See Bio

    Scott Pothoven

    Scott Pothoven, CFP®

    Indianapolis, IN

  • See Bio

    Janine L. Zeltwanger

    Janine L. Zeltwanger, CPA/PFS

    Indianapolis, IN