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

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

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • 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

  • 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

    Sr. Financial Advisor

    Indianapolis, IN

  • 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. Private Wealth 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

    Private Wealth Advisor

    Charlotte, NC

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

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • 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

  • 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

  • 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

  • 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