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With offices around the country, we serve clients across the wealth spectrum in almost all 50 states. Every client story is unique. We would love to begin a conversation about your circumstances and discuss the best way we can serve you.

National Office | 300 Colonial Center Pkwy, Suite 300 | Atlanta, GA 30076 | 800.841.0362

  • 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

  • My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

    Sherry Teat

    Financial Advisor

    Charlotte, NC

  • The quality of a person’s life is largely the consequence of his own choices. Many people do not experience the life that they could because they are ill-equipped to make wise decisions.

    Alan Wallace

    Sr. Financial Advisor

    Montgomery, AL

  • I help my clients manage their wealth wisely, so they are free to focus on true riches. Luke 16:11

    Stan Huneycutt

    Sr. Financial Advisor

    Atlanta, GA

  • 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 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

  • 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

  • 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

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

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • What we do is very client focused. We do a lot of listening to match our clients’ needs with what we have to offer.

    Sarah Baker

    Financial Advisor

    Charlotte, NC