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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.
- David has an identical twin brother named George
- He grew up on a Christmas tree farm in Pennsylvania. It’s now a giant forest of trees but according to David, “it’s a bit of heaven to go back and visit to this day’’
- David met his wife, Melynne, who is also a twin, in the back row of their Calculus class in high school
- He had the unique opportunity to play in the NCAA March Madness Basketball tournament in his senior year of college as the co-captain of his team
- David is 6’7’’ tall, and outside of the office regularly enjoys playing Tennis and coaching AAU Basketball
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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.
- David has an identical twin brother named George
- He grew up on a Christmas tree farm in Pennsylvania. It’s now a giant forest of trees but according to David, “it’s a bit of heaven to go back and visit to this day’’
- David met his wife, Melynne, who is also a twin, in the back row of their Calculus class in high school
- He had the unique opportunity to play in the NCAA March Madness Basketball tournament in his senior year of college as the co-captain of his team
- David is 6’7’’ tall, and outside of the office regularly enjoys playing Tennis and coaching AAU Basketball
David Klaus
Partner Advisor
Designations: 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.
Education and Certifications
Who I Best Work With
What Guides My Approach
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, Allworth Partner Advisor
More About David:
- David has an identical twin brother named George
- He grew up on a Christmas tree farm in Pennsylvania. It’s now a giant forest of trees but according to David, “it’s a bit of heaven to go back and visit to this day’’
- David met his wife, Melynne, who is also a twin, in the back row of their Calculus class in high school
- He had the unique opportunity to play in the NCAA March Madness Basketball tournament in his senior year of college as the co-captain of his team
- David is 6’7’’ tall, and outside of the office regularly enjoys playing Tennis and coaching AAU Basketball
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.
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