Ronald Blue & Co., LLC
Managing Director, Principal
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.
Aaron Klopfenstein is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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:
- ï‚· Financial, retirement, estate, and trust planning
- ï‚· Investment management and solutions
- ï‚· Family office services
- ï‚· Philanthropic counsel and strategies
- ï‚· Business consulting
- ï‚· Institutional client services
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Aaron Klopfenstein is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Aaron Klopfenstein is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Aaron Klopfenstein is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Aaron Klopfenstein
9229 Delegates Row
Indianapolis, IN 46240