Aaron Klopfenstein

CFP®

Ronald Blue & Co., LLC

Financial Advisor

Aaron Klopfenstein

CFP®

Ronald Blue & Co., LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Aaron Klopfenstein, CFP®

(317) 810-5014

Managing Director, Principal

Aaron Klopfenstein is a Indianapolis, IN fee-only financial planner. Ronald Blue & Co., LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Aaron Klopfenstein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Aaron Klopfenstein

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Office Locations:

  • 9229 Delegates Row
    Ste 200
    Indianapolis, IN 46240

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