Back to All People

Stephen Klingler, CFP®

Senior Principal

Castleton

Client Advisory

Biography

Stephen is a Senior Principal in the Indianapolis office. He partners with individuals to advise and assist on the topics of investment management and financial, tax and estate planning.

Prior to joining Cerity Partners, Stephen served as a Senior Financial Advisor at ARGI Financial Group. Before starting with ARGI, he served as Branch Manager and Financial Consultant for TD Ameritrade and Scottrade, assisting individuals with personal financial planning and wealth management needs.

Learn more about my practice.

Education

  • B.S. in Finance from the University of Southern Indiana
  • B.S. in Economics from the University of Southern Indiana

Highlights

  • CERTIFIED FINANCIAL PLANNER®

Latest Insights

View All

Stephen Klingler

Senior Principal

Individuals and Families

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you need to take with your portfolio to accomplish your long-term goals and objectives is the first step.  While we certainly can’t prevent or even anticipate when down markets might happen, […]

Request an Introduction to Stephen Klingler

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Cerity Partners Announces Merger with SOL Capital Management

January 8, 2026 - Cerity Partners, a leading independent wealth management firm in the United States, today announced that it has merged with SOL Capital Management, a Rockville-based investment…

Cerity Partners Announces Merger with Austin Private Wealth

January 6, 2026 - Cerity Partners, a leading independent wealth management firm in the United States, today announced that it has merged with Austin Private Wealth, an independent wealth…

Ben Pace and Joseph Matus

Economic and Market Outlooks

2026 Economic and Market Outlook

January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here