Corey S. Harper, CFP®, CPA
Sr. Private Wealth Advisor, Partner
Indianapolis, IN
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Services Offered
Corey Harper is a senior private wealth advisor for the Private Wealth division and partner of Ronald 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 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) 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 define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.