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National Office

300 Colonial Center Pkwy
Suite 300
Roswell, GA 30076

Phone:
770.280.6000
800.841.0362
Fax:
770.280.6001

Ronald Blue & Co. serves clients across the wealth spectrum. We serve clients in almost all 50 states who range from "just beyond the debt problem" stage to high net worth individuals and institutions. Below are links to connect you with the group that can best serve your needs.

To learn more, please contact Scott Calhoun at 770.280.6000 or hnwservices@ronblue.com.

Our Business Consulting Services include assistance for business owners looking for guidance on strategic planning, succession planning, mergers, exit scenarios, and more.

To learn more, please contact Jeff Wernick at 770.280.6000 or bcservices@ronblue.com.

Our Corporate Investment Management Department provides services for profit and non- profit organizations who need help in their institutional asset management.

To learn more, please contact Terri Morgan at 770.280.6000 or instservices@ronblue.com.

Our Retirement Plan Services include assistance for profit and non-profit businesses who need help in sponsoring a participant directed retirement plan.

To learn more, please contact Terri Morgan at 770.280.6000 or rpservices@ronblue.com.

Individual and Family Services

Estimated Net Worth

Less than 1 million

1 million to 25 million

Greater than 25 million

Corporate/Institutional Services

Business Consulting

Business Tax and Audit Services

Corporate Investment Management

Retirement Plan Services

If it is not clear where to get started, call us at (800) 987-2987 and it will be our pleasure to connect you with those who can best serve you.

You can also enter your information below, and someone from our team will get in touch with you to begin the conversation.

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  • 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

  • If we free up our clients to focus on what is most important in their lives, then we have done our job.

    Jeff Chinery

    Managing Director

    Atlanta, GA

  • 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

  • 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

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

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • 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

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

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • 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. Financial Advisor

    Indianapolis, IN

  • 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

    Partner

    Orange County, CA

  • 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