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Bob Fox, CFP®, CWS®

Private Wealth Advisor
Indianapolis, IN

Bob Fox is a Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the branch office in Indianapolis, Indiana.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Bob uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Bob and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Bob worked as a Financial Consultant with Hufford Financial Advisors where he assisted clients in a variety of areas including asset allocation analysis, retirement plan design and implementation, cash flow and tax planning, and debt management.

Bob graduated from Indiana University with a BS in both Business and Human Resources Management along with a concentration in Finance and Economics. He is a Certified Wealth Strategist®.

Bob is an active member of his local church and volunteers his time as a financial advisement resource for other church members.

He and his wife, Lydia, have three children and live in Carmel, Indiana, a suburb of Indianapolis.

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