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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 firmly believe in what we do and I love serving clients. I love when those two things can come together.

    Janine Zeltwanger

    Sr. Financial Advisor

    Indianapolis, IN

  • 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

  • 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

  • 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

  • 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

  • I believe the clients of Ronald Blue & Co. are exceptional, and we consider the task of serving this group of individuals, families, and organizations a blessing, a privilege, a unique opportunity, and an awesome responsibility.

    Zack Fulmer

    Sr. Financial Advisor

    Orlando, FL

  • 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

    Personal Financial Advisor

    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

  • 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

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

    Jamey Gibson

    Personal Financial Advisor

    Atlanta, GA