Wealth Management & Trust Services
The Louisville 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
The Louisville office was established to better serve the growing client base in the Kentucky area. The Louisville office opened in 2019 as an expansion of Ronald Blue Trust’s Indianapolis office, which is one of the larger wealth management practices in the Midwest and operates under the leadership of Aaron Klopfenstein, managing director of the Indianapolis office.
