Kenneth Klabunde

MSFP, CFP®

Precedent Asset Management

Founding Principal

Kenneth Klabunde

MSFP, CFP®

Precedent Asset Management

Founding Principal

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

Fee-Only Financial Planner serving physicians and professionals in the Indianapolis, IN area.

Kenneth Klabunde is a Indianapolis, IN fee-only financial planner. Precedent Asset Management 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, Kenneth Klabunde is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Kenneth Klabunde serves as an advocate and counselor for his clients, working to ensure the best possible outcomes in every aspect of their finances. He founded Precedent Asset Management to set a new standard for the integration of financial planning and investment management services for clients.

Providing personalized, holistic planning, Kenneth assists young and seasoned surgeons, physicians and other professionals to establish goals and create clear and concise action plans to help achieve their goals. This detailed planning is paired with an investment management process that centers around customized asset mixes designed to minimize drawdown risks and support client objectives in all market environments.

Kenneth resides in central Indiana with his wife and two children, where he enjoys a simple life running a small-scale sustainable farm. He is a hobby ecologist, managing a protected forest and grasslands, and installed his own solar energy system in his home.

Consistent with his personal values, Kenneth brings the same sustainable mentality to his work in financial planning. He utilizes leading-edge mobile technology to provide a paperless, highly organized, and personal experience to clients no matter where they reside, and to ensure that he and his team can consistently serve clients and remain highly accessible for physicians with challenging schedules.

Kenneth is a graduate of Taylor University with a degree in business systems and finance. He also holds a masters degree in personal financial planning and is a Certified Financial Planner™ practitioner.

He volunteers in the Indianapolis community as an advocate for medical research funding and is the chairman of the IU School of Medicine Planned Giving Committee. He is a Founding Member of the XY Planning Network, and a member of NAPFA, the Financial Planning Association, and Central Indiana Community Foundation’s Cornerstone Council.

Kenneth Klabunde 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

Precedent Asset Management provides ongoing financial planning and active investment management services in the Indianapolis, Indiana region (including Indianapolis, Carmel, Zionsville, Fishers, Geist, Noblesville and surrounding communities) for:

  • Physicians and Healthcare Executives
  • Families planning for or entering retirement
  • Investors seeking careful risk management
  • High-income earners wanting to minimize lifetime taxes

We work only as a fiduciary advisor to our clients in exchange for a reasonable fee and do not receive commissions or other forms of revenue from product providers. You gain an advocate and counselor working to ensure the best possible outcomes in every aspect of your finances, paired with the experience, knowledge, and technology to serve the demanding needs and financial complexity of medical professionals. 

Experienced and newly-minted physicians are welcome to contact Kenneth for a free initial discussion of their financial health and the next steps needed to build and preserve wealth.

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

Working Together

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

Professional Designations & Affiliations

Contact Kenneth Klabunde

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 9000 Keystone Crossing
    Suite 145
    Indianapolis, IN 46240

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser