Bryan Chapman

Bryan Chapman, CFP®, CWS®

Sr. Private Wealth Advisor, Partner
Greenwood, IN
bryan.chapman@bluetrust.com
(317)582-0700

Bryan Chapman is a sr. private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the company’s Greenwood, Indiana office (a satellite office of the company’s Indianapolis, Indiana office).

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Bryan uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Bryan and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Bryan worked at Excel Financial Group LLC, as a mortgage broker in the areas of lending, business development, and bank relationship management.

Bryan graduated with an MBA from Indiana University in 2008 and a BS in business from Asbury University.

Bryan lives with his wife, Abby, in Indianapolis.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

A Holiday Message From Our CEO

WE WIN!!!

A Holiday Message From Our CEO

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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