Philanthropic Counsel

Charitable giving is the opportunity to focus on what really matters and to create a lasting legacy. We believe giving should be part of every financial plan. Many people desire to be generous, but the tools and techniques to effectively do so can be overwhelming. Our advisors can help you free up resources so you can be more generous while still accomplishing your other financial goals.

Contact Us To Begin

  • Assisting people in finding clarity and contentment in their finances through unchanging principles is the reason I am a financial advisor at Ronald Blue & Co.

    Jason Gehl

    Sr. Private Wealth Advisor

    Phoenix, AZ

  • We cannot control the events of life, just our response to those events.

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • 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. Private Wealth Advisor

    Phoenix, AZ

  • 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

  • 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

    Private Wealth Advisor

    Charlotte, NC

  • 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

  • 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

    Private Wealth Advisor

    Charlotte, NC

  • 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 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. Private Wealth 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