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

  • We tie everything back to our clients’ goals, quantify their financial goals, and then help to make sure they are doing the right things with their money to help them achieve those goals.

    Jim Wise

    Managing Director

    Orlando, FL

  • What we do is very client focused. We do a lot of listening to match our clients’ needs with what we have to offer.

    Sarah Baker

    Private Wealth Advisor

    Charlotte, NC

  • I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.

    Carol Jackovich

    Financial Advisor

    Atlanta, GA

  • One of the things I love about this firm is that we have an unwavering commitment to the clients and to the people who serve them.

    Brian Shepler

    Chief Financial Officer, EVP Client Services

    Atlanta, GA

  • A well lived life is about consistently making principled choices in line with God-aligned priorities. This life is effectively accomplished through a supporting network of family, friends, and trusted advisors.

    Marshall Potter

    Sr. Financial Advisor

    Atlanta, GA

  • I love our firm’s deep commitment to biblical financial management – helping our clients discover and apply the timeless principles of stewardship, wisdom and generosity found in the Bible.  Truth never changes, and applying it consistently and faithfully can lead to financial freedom and peace of mind.

    Ed McCahill

    Private Wealth Advisor

    Seattle, WA

  • Assisting people in finding clarity and contentment in their finances through unchanging principles is the reason I am a financial advisor at Ronald Blue & Co.

    Jason Gehl

    Sr. Private Wealth Advisor

    Phoenix, AZ

  • 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

  • My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

    Sherry Teat

    Private Wealth Advisor

    Charlotte, NC

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

    Bob Stoddard

    Managing Director

    Montgomery, AL