News

JULY 2, 2014 Don Christensen is Promoted to Lead Newly Formed Professional Athletes Division.Ronald Blue & Co., LLC is pleased to announce that Don Christensen, CPA has been promoted to Executive Vice President to lead its newly formed Professional Athletes division.

JUNE 29, 2014 Ronald Blue & Co. Releases Report Based on a Study of What Widows Need More than one million women each year become widows in the U.S., and they have financial planning needs that are distinct from any other demographic group, according to a study sponsored by Ronald Blue & Co. and facilitated by Women Doing Well™.

JANUARY 20, 2014 Ronald Blue & Co. Has Hired Two New Senior Family Office Advisors Ronald Blue & Co., LLC is pleased to announce that Scott Calhoun and Skip Perkins have been hired as Senior Family Office Advisors for its Family Office division. In their roles, Scott and Skip specialize in helping families manage the complex financial and family dynamics associated with preserving, growing, and transferring wealth to the next generation.

JANUARY 20, 2014 Deborah Kimery Named Executive Vice President, Operations Deborah Kimery has been promoted to the position of Executive Vice President of Operations. Deborah joined the firm in 1996 and is part of the Senior Leadership Team and also serves on the Management Committee.

JANUARY 6, 2014 Ronald Blue & Co. Consolidates Tax and Business Services Into a New CPA Firm Due to continued growth and expansion of its Tax and Business Services division, Ronald Blue & Co. has consolidated the division into a full service CPA firm, newly named: Ronald Blue & Co. CPAs and Consultants, LLP.

JULY 29, 2013 Ronald Blue & Co. was Recently Listed as #1 Ronald Blue & Co. was recently listed by Investment News as the largest RIA firm in its 2013 survey: “Top Fee-Only Registered Investment Advisors in Financial Planning.”

JANUARY 1, 2013 Aaron Klopfenstein Named Managing Director Aaron Klopfenstein has been promoted to the position of Managing Director of Ronald Blue & Co.'s Indianapolis branch office. Aaron has served with the firm for 14 years, most recently as a Principal and Senior Financial Advisor.

NOVEMBER 28, 2012 Ronald Blue & Co. has hired a new Director of Communications and Branding Ronald Blue & Co., LLC is pleased to announce that Sandy Morgan has joined the firm as the Director of Communications and Branding. Sandy joins Atlanta-based Ronald Blue & Co. with more than 20 years of experience in financial services communications, branding, and marketing.

SEPTEMBER 21, 2012 The Atlanta Business Chronicle featured Ronald Blue & Co. In the September 21, 2012 edition of the Atlanta Business Chronicle, Ronald Blue & Co. is featured in the Financial Quarterly: Top Wealth Management Firms section.

AUGUST 17, 2012 Ronald Blue & Co. breaks ground on a new building in Holland, Michigan Ronald Blue & Co., LLC has 15 branches across the country. The Holland, Michigan branch recently broke ground on a new two-story, 5,660-square-foot office building in the downtown area.

JUNE 4, 2012 Vince Birley Featured in Financial Advisor Magazine Article Ronald Blue & Co.'s Chief Strategy Office and Executive Vice President, Vince Birley, was featured in "Planning By the (Good) Book" in the June 2012 issue of Financial Advisor Magazine. In this article Vince shares how RB&Co. advisors offer something unique.

MAY 10, 2012 Ronald Blue & Co. has hired a new Business Consulting Services Specialist Ronald Blue & Co., LLC is pleased to announce that Jeff Wernick has joined the firm as a Business Consulting Services Specialist. Jeff is an important addition to RB&Co. as it continues to enhance its services to business owners, which include strategic planning, succession planning and mergers and acquisitions advisory services.

MARCH 28, 2012 Ronald Blue & Co. CFO and Executive Vice President, Brian Shepler, to speak at the Hope International Entrepreneur Conference On Thursday, March 29 and Friday, March 30, Ronald Blue & Co. CFO and Executive Vice President will speak at the Hope International Entrepreneur Conference in Lancaster, Pennsylvania.

January 2012
Ronald Blue & Co. in Financial Planning Magazine.
Financial Planning Magazine ranked Ronald Blue & Co. sixth (6th) on their list of Top 50 RIAs. Financial Planning Magazine ranked the nation's largest independent registered investment advisors by total assets under management.

  • 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

  • Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

    Lori Davis

    Partner

    Orange County, CA

  • 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

  • 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

  • Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.

    Greg Gilbert

    Sr. Financial Advisor

    Atlanta, GA

  • 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

  • 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

    Personal Financial Advisor

    Atlanta, GA

  • The number one priority in our firm is to take care of our clients and adopt the mindset that we are sitting on the same side of the table as them.

    Aaron Klopfenstein

    Managing Director

    Indianapolis, IN

  • 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

  • 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