Corey S. Harper

Corey S. Harper, CFP®, CPA

Sr. Private Wealth Advisor, Partner
Indianapolis, IN
corey.harper@bluetrust.com
(317) 582-0700

Corey Harper is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the 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 to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves 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 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) and has obtained his CERTIFIED FINANCIAL PLANNERTM certification.

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

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

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