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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Money never made a man happy yet, nor will it. The more a man has, the more he wants. Instead of filling a vacuum, it makes one. - Benjamin Franklin

    Charles Terry

    Financial Advisor

    Charlotte, NC

  • 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

  • Through the development and execution of a client-focused financial and investment plan, my goal is to help clients live a life of purpose and experience financial peace of mind.

    Susan Alexander

    Personal Financial Advisor

    Charlotte, NC

  • 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

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

    Thomas Talbott

    Financial Advisor

    Baltimore, MD