Our Story

Ronald Blue & Co. is a full-service wealth management firm offering a variety of services including financial planning, investment management, tax and business services, estate planning, and philanthropic counsel.

We have a 30 year history of delivering trusted and professional financial counsel based on applying biblical wisdom with an eternal perspective. Our advice is based on a fee-only business model allowing our advisors to offer objective recommendations so that our clients can make informed decisions. With offices around the country, we serve over 6,000 clients in almost all 50 states in excess of $7 billion in investment assets under management. (12/31/2013)

Meet Our Founder

  • 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

  • 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

  • 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

  • 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

  • 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. Financial Advisor

    Phoenix, AZ

  • 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. Financial Advisor

    Indianapolis, IN

  • 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

  • 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

  • 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. Financial Advisor

    Orlando, FL

  • My greatest desire is to serve my clients well and advance the Kingdom of God through the exercise of wise stewardship.

    Don Vanden Brink

    Financial Advisor

    Holland, MI