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

  • Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.

    Greg Gilbert

    Managing Director

    Atlanta, GA

  • 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'm very passionate about the clients and the relationships we have. I'm just so on board with the mission of Ronald Blue & Co.!

    Mary Keenan

    Partner

    Orange County, CA

  • 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

  • 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

  • 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

  • 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

    Financial Advisor

    Charlotte, NC

  • 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

  • Everyone needs a financial advisor. We are living in a world where more and more information is available and what's missing is the filter to process that information.

    Joe Helms

    Managing Director

    Seattle, WA