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

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

    Greg Gilbert

    Sr. Financial Advisor

    Atlanta, GA

  • Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

    Lori Davis

    Tax Partner

    Phoenix, AZ

  • It's important to us to understand our clients’ hearts. They are not just a client or a number, many of them really become like family and friends.

    Barb Senum

    Sr. Financial Advisor

    Phoenix, AZ

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

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • 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

  • 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

  • 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

  • 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

  • Two of the goals I have for all of my clients, relatives, and friends are 1) that they have peace of mind regarding their finances, and 2) that they feel like they are making intentional financial decisions consistent with their goals.

    Scott Goldsmith

    Financial Advisor

    Indianapolis, IN

  • 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

    Tax Partner

    Orange County, CA