Estate Planning

A key step in wise financial stewardship is pre-planning for the distribution of your assets upon your death. Estate planning is an extremely important and often complex decision you need to make during your lifetime. Our estate specialists will help you devise a plan that provides for your beneficiaries and charitable giving goals, while minimizing taxes and other expenses.

Contact Us To Begin

  • Money never made a man happy yet, nor will it. The more a man has, the more he wants. Instead of filling a vacuum, it makes one. - Benjamin Franklin

    Charles Terry

    Private Wealth Advisor

    Charlotte, NC

  • I enjoy being on the journey with our clients and enjoy seeing them accomplish big things in their lives.

    Melanie Fitzgerald

    Financial Advisor

    Atlanta, GA

  • Money is often a source of anxiety in people’s lives. My goal is to help each client achieve peace of mind regarding their financial decisions. This is accomplished by helping them apply the biblical principles of finances to their unique situations.

    George Andrews

    Managing Director

    Orange County, CA

  • I love being a financial servant, helping others plan, manage, and give away the money they steward.

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • One of the really unique things about Ronald Blue & Co. is that it is not all about the profit. It is all about the client.

    Mike Peters

    Managing Partner

    Orange County, CA

  • It is a great privilege for me to serve clients to help them gain peace of mind by using their God-given resources to accomplish their God-given goals. I am passionate about providing counsel that allows clients to make better decisions and live with a strong sense of intentionality.

    John Miley

    Sr. Private Wealth Advisor

    Indianapolis, IN

  • The joy I get from my career comes from working with clients and helping them make informed, sound financial decisions so that they can spend time on things that matter most to them.

    Scott Kiesel

    Sr. Private Wealth Advisor

    Indianapolis, IN

  • Our bench of different subject matter experts frees me to be an “expert” on my client, which is exactly where I want my focus to be.

    John Dodd

    Sr. Private Wealth Advisor

    Nashville, TN

  • We cannot control the events of life, just our response to those events.

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • We live in a complex world and a major part of our role is to help simplify the world for our clients.

    Erik Daniels

    Executive Vice President

    Atlanta, GA