Tim Bowman

Tim Bowman, CFP®, CKA®

Senior Private Wealth Advisor
Indianapolis, IN
A Message from Tim
tim.bowman@bluetrust.com
(317) 810-5109
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Tim Bowman is a senior private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Indianapolis, Indiana.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Tim analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining Blue Trust, Tim worked as a wealth management advisor at TIAA for five years where he provided financial planning advice and guidance to high net-worth clients. He also served as the Associate Vice President for Development at Indiana Wesleyan University for 10 years where he directed and ensured that all giving strategies fulfilled the charitable funding goals of the University.

Tim graduated cum laude with a Bachelor of Science in Business Administration from Indiana Wesleyan University. He also earned his MBA from Miller College of Business Ball State.

Tim is a seasoned speaker and seminar instructor. He has been featured on Indiana NPR and has presented personal finance to the leadership institute of Focus on the Family. Tim’s writings have been published in the IWU Alumni Magazine, Triangle.

Tim was the founding director for the Ron Blue Institute for Financial Planning at Indiana Wesleyan University in 2012 and currently serves on the board. He is also a member of Kingdom Advisors.

Tim and his wife, Rachel, live in Fishers, Indiana with their five daughters. He enjoys sports, hiking, WWII history, and cooking or playing board games with his girls.

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

Slide Title

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

Slide Title

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 from Tim

  • Video Introduction: Tim Bowman, Private Wealth Advisor

  • Three Reasons a College Degree is Still a Worthy Investment

  • How Student Debt For Millennials Is Changing The Economy

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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. Certified Financial Planner Board of Standards Inc. 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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