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, the Indianapolis office’s financial advisors serve over 1,500 clients across the wealth spectrum with combined assets under advisement of over $6 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 12/31/24 and subject to change.
Managing Director
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