Wealth Management & Trust Services
The Indianapolis financial advisors at Ronald 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
- Professional Athlete services
- Business consulting services
- Institutional services
- Retirement plan consulting
With a staff of over 50 professionals, the Indianapolis office serves over 1,400 clients with combined assets under advisement of over $3 billion, making it Ronald Blue Trust’s largest office and one of the larger wealth management practices in the Midwest.* The office was established in 1988 as a second regional office and is currently managed by Aaron Klopfenstein, who has over 20 years of experience in the financial services industry and continues to help the office grow and expand. The Indianapolis office was established by Sr. Partner, Mark Novotny, who successfully served as managing director for over 25 years before transitioning back to serving clients full-time.
*As of 12/31/21 and subject to change.