David Klaus

Partner Advisor

CFP^®, MBA, CASL^®, RICP^®, EPS^®

David Klaus is a fiduciary and CERTIFIED FINANCIAL PLANNER™ professional and a partner-advisor in Allworth’s Indianapolis, Indiana location. A graduate of Lafayette College in Easton, Pennsylvania, David not only earned a BS degree in Chemical Engineering, but also captained their Division I men's basketball team. He played professional basketball in Europe after college, and then worked in both the chemical and the pharmaceutical industries while earning an MBA from Indiana University's Kelley School of Business. When asked about his advisory philosophy, the native of Dillsburg, Pennsylvania, said: “My coach used to say, leave it better than you found it. I’ve carried that with me as I work with clients.” A member at 2nd Presbyterian Church, a youth sports coach, and a board member of the Financial Planning Association of Greater Indiana, David lives with his high school-sweetheart wife, Melynne, and their three children, Carter, Elise, and Kendall, in Indianapolis.

I’m motivated to ensure my clients are getting the best advice at each stage of their lives to improve their chances of being successful financially and achieving a life filled with purpose and confidence.

David Klaus, Partner Advisor

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

David Klaus

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