Michael Graber

Michael Graber, CPA/PFS

Sr. Private Wealth Advisor, Partner
Indianapolis, IN
michael.graber@bluetrust.com
(317) 582-0700
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Michael Graber is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the office in Indianapolis, Indiana.

As an experienced wealth advisor to individuals, families, and businesses, Michael 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. Michael and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Michael worked as a senior tax accountant at Blue & Company. He served as an audit and tax specialist in their healthcare practice.

Michael graduated from the Indiana University Kelley School of Business with a BS in business with a concentration in accounting and finance. He is a licensed Certified Public Accountant (CPA) and has obtained his Personal Financial Specialist (PFS) designation.

Active in his community, Michael attends his local church, where he teaches Sunday school and is an elder. He serves on the Center for Global Impact Board of Directors as treasurer, the Isaiah 117 House Marion County local action team as treasurer, and is a member of Kingdom Advisors. Michael and his wife, Wendy, live in Greenwood, Indiana. They have five adult children.

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

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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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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