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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  • 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

  • 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. Financial Advisor

    Chicago, IL

  • 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 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

  • 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

  • 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

  • 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

  • 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

  • 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 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