< Back To Search Results

CALL : 317-582-0700
EMAIL COREY
SEND TO A FRIEND

Corey S. Harper, CFP®, CPA, CWS®

Private Wealth Advisor
Indianapolis, IN

Corey Harper 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 an experienced wealth advisor to individuals, families, and businesses, Corey 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. Corey and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2001, Corey worked in several roles for Deloitte & Touche, LLP. He served as a senior auditor working with privately and publicly owned companies and as a senior advisor in the Private Client Group providing financial planning, investment management, and tax preparation for high net worth families and large institutions.

Corey graduated summa cum laude from Miami University, where he majored in accounting and minored in economics. He is a licensed Certified Public Accountant (CPA), has obtained his CERTIFIED FINANCIAL PLANNERTM certification, and is a Certified Wealth Strategist®.

Corey and his wife, Mary Beth, have three children and live in Fishers, a suburb of Indianapolis.

Top

Copyright 2018 RonaldBlueTrust