Aaron Morrow

As a Wealth Manager, Aaron loves to help clients reach their financial goals by knowing them like family. That personal relationship matters more than selling a financial product like most representatives or brokers have to do. Aaron has more than 20 years experience in offering personal financial advice to clients including insurance (life, LTC, P&C), investments, retirement plans, college funding and estate planning. Starting out as a bank based insurance agent after college graduation, Aaron gained experience in the financial industry by managing bank offices before embarking on his investment career at Charles Schwab. After 5 years of helping high net worth investors he moved to a full service broker role at Raymond James & Associates. When the financial crisis hit in 2008-2009 Aaron realized that the brokerage industry was not working in the best interest of their clients and decided to make a move to an independent advisory firm with LJI. Now he serves clients in a true fiduciary role enabling him to cater to every client’s needs without the conflict of interest inherent at every brokerage firm.

Aaron specializes in helping divorcing couples obtain an equitable settlement. By working with both divorcing parties and their attorneys, Aaron can help answer some of the biggest financial questions that arise during the divorce process. A CDFA professional is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. Aaron becomes part of the divorce team, providing litigation support for the lawyer and client, or becomes a member of a Collaborative Law team. In either event, the CDFA professional will be responsible for:

• Identifying the short- and long-term effects of dividing property
• Integrating tax issues
• Analyzing pension and retirement plan issues
• Determining if the client can afford the matrimonial home—and if not, what might be an affordable alternative
• Evaluating the client’s insurance needs
• Establishing assumptions for projecting inflation and rates of return
• Bringing an innovative and creative approach to settling cases

Aaron is a constant volunteer and has been involved in numerous organizations including Big Brothers, Joy’s House, Christ the King Catholic Church & School, Sertoma, Financial Planning Association of Greater Indiana, Delta Tau Delta Fraternity, Ball State Alumni Association, Broad Ripple Village Association, Bishop Chatard High School and coaching youth sports teams such as softball, baseball and basketball.

Aaron is married with 2 children and lives in the Broad Ripple area. He enjoys traveling to see clients, playing golf and constantly learning about the financial planning industry.