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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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  • 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

  • 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

  • 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. Private Wealth Advisor

    Charlotte, NC

  • 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

  • The joy I get from my career comes from working with clients and helping them make informed, sound financial decisions so that they can spend time on things that matter most to them.

    Scott Kiesel

    Sr. Private Wealth Advisor

    Indianapolis, IN

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

    Janine Zeltwanger

    Sr. Private Wealth Advisor

    Indianapolis, IN

  • 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

  • My desire for myself and my clients is to hear God say “Well done good and faithful servant”, and experience these true riches. In our fallen world, it is so easy to get distracted but our time on earth is preparing us for eternity.

    John Yukawa

    Sr. Private Wealth Advisor

    Chicago, IL

  • 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. Private Wealth Advisor

    Phoenix, AZ