Aaron’s Approach
Aaron S. Popyk
CFP®
Financial Advisor
Overview
Aaron Popyk serves as a financial advisor in Savant’s Indianapolis office, where he helps clients navigate comprehensive financial planning, focusing on retirement income strategies, tax planning, and long-term wealth goals.
As a CERTIFIED FINANCIAL PLANNER® professional, Aaron works closely with individuals and families to build customized plans that address retirement cash flow, estate and income tax considerations, insurance needs, debt management, and education funding. He also supports clients in planning for wealth transfer and philanthropic giving, helping align financial decisions with personal values.
Before joining Savant, Aaron built a strong foundation in client service as a client service associate at a local wealth management firm. That experience shaped his client-first approach and strengthened his ability to communicate complex financial concepts in clear, practical terms.
Aaron earned a bachelor’s degree in economics with university honors and a minor in statistics from Wayne State University in Detroit, Michigan. His academic background supports his analytical approach to financial planning and decision-making.
Outside of the office, Aaron enjoys golf, basketball, volunteering, and spending time with family and friends, activities that reflect his commitment to community and personal connection.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Wayne State University
Bachelor of Arts in Economics with university honors and a minor in Statistics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.