News

JANUARY 5, 2015 
Ronald Blue & Co. ranked #4 in Financial Planning 2015 Top 100 RIAs Ronald Blue & Co. was recently ranked #4 for 2015 among the nation’s “Top 100 RIAs” by Financial Planning, a weekly industry publication. The firm has more than $8 billion in assets under management and serves more than 6,000 clients in almost all 50 states.

JANUARY 5, 2015 
Ronald Blue & Co. Offers New Book on Leadership Russ Crosson, President/CEO of Ronald Blue & Co., authored a book on leadership, titled What Makes a Leader Great, with a powerful message for aspiring leaders.  “Great leadership isn’t about the leader at all— it’s about the mission of the organization, church, business, or even family where the leader serves, and it’s about who will replace the leader when he or she is gone,” says Russ.

NOVEMBER 3, 2014 Russ Crosson to Speak at America's Best Hope Russ Crosson, Ronald Blue & Co. President and CEO, is a featured speaker at this year’s America’s Best Hope Conference on Friday, November 14, sponsored by Truth@Work. The event will take place live at its host location, Northview Church, in Carmel, IN, and it will also be simulcast in more than 10 cities across America.

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.

  • 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. Private Wealth Advisor

    Nashville, TN

  • 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

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

    Stan Huneycutt

    Sr. Private Wealth 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 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. Private Wealth Advisor

    Orlando, FL

  • 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 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

  • I love our firm’s deep commitment to biblical financial management – helping our clients discover and apply the timeless principles of stewardship, wisdom and generosity found in the Bible.  Truth never changes, and applying it consistently and faithfully can lead to financial freedom and peace of mind.

    Ed McCahill

    Private Wealth Advisor

    Seattle, WA

  • I enjoy being on the journey with our clients and enjoy seeing them accomplish big things in their lives.

    Melanie Fitzgerald

    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