Aaron  Klopfenstein

Aaron Klopfenstein

| CFP®

Ronald Blue & Co., LLC

(317) 810-5014

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Managing Director, Principal

Specialties

  • Comprehensive Financial Planning
  • Investment Management

Website

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9229 Delegates Row
Ste 200
Indianapolis, IN 46240

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Aaron Klopfenstein is a Fee-Only Financial Planner serving clients across the United States, with a concentration in the Midwest.  Aaron is a CERTIFIED FINANCIAL PLANNER™ Professional and NAPFA-Registered Financial Advisor.  Ronald Blue & Co. is one of the largest independent fee-only wealth management firms in the United States.  We look beyond the mere numbers to recommend comprehensive financial strategies based on biblical wisdom to empower our clients to live enriched lives.

 

Aaron Klopfenstein is the Managing Director for Ronald Blue & Co.’s Indianapolis, Indiana office. He joined the firm in 1998 and serves on the company’s Management Committee.  

As Managing Director, Aaron oversees the day-to-day operations, growth and expansion of the Indianapolis office. With a staff of 35 professionals and more than $1.3 billion of investments under management (12/31/15), it has become one of the largest fee-only financial planning practices in the Midwest. 

For more than 18 years Aaron has worked extensively in all areas of personal financial planning, specializing in investment management, estate planning, charitable giving, and multi-generational family issues. In addition to his leadership role, Aaron serves multiple families, helping them develop strategic financial plans to achieve their goals.

Aaron is a licensed CERTIFIED FINANCIAL PLANNER™ professional. He graduated from the University of Illinois with a BS in Finance and earned his MBA degree with highest distinction from Indiana University’s Kelley School of Business where he received the Gene B. Glick MBA award. 

Aaron is an active member of Kingdom Advisors, the Financial Planning Association and the National Association of Personal Financial Advisors.  He and his wife, Kara, have three sons.

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Founded in 1979, Ronald Blue & Co. is one of the largest independent fee-only wealth management firms in the United States with a network of 13 branch offices, serving more than 7,000 clients through four distinct divisions*:

  • Private Wealth
  • Everyday Steward
  • Family Office
  • Professional Athlete Division

The firm provides comprehensive financial strategies based on biblical wisdom designed to enrich the lives of clients across the wealth spectrum in these key areas:

  •  Financial, retirement, estate, and trust planning
  •  Investment management and solutions
  •  Family office services
  •  Philanthropic counsel and strategies
  •  Business consulting
  •  Institutional client services
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