Get Started

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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  • The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

    Dan Grover

    Sr. Financial Advisor

    Charlotte, NC

  • 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. Financial Advisor

    Nashville, TN

  • Through the development and execution of a client-focused financial and investment plan, my goal is to help clients live a life of purpose and experience financial peace of mind.

    Susan Alexander

    Personal Financial Advisor

    Charlotte, NC

  • The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

    Roby Kotcamp

    Sr. Financial Advisor

    Phoenix, AZ

  • 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

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

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • My greatest desire is to serve my clients well and advance the Kingdom of God through the exercise of wise stewardship.

    Don Vanden Brink

    Financial Advisor

    Holland, MI

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

    Melanie Fitzgerald

    Personal Financial Advisor

    Atlanta, GA

  • It does not matter how much or how little you have, everyone deserves to receive good advice

    Jamey Gibson

    Personal Financial Advisor

    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