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Client Profile

Our Perspective is the Difference

Our Clients include business owners, medical and other professional service providers, professional athletes, executives, surviving spouses, and other individuals whose financial circumstances and investment portfolios would benefit from RB&Co.'s professional services.

Generally, Ronald Blue & Co.'s financial planning services are targeted towards those individuals whose annual income exceeds $150,000 per year. RB&Co. provides investment management services for portfolios that range from $250,000 to over $100 million of investable assets. Investment strategies include model portfolios and individualized investment account management.

Ronald Blue & Co. clients also include those who utilize the firm's comprehensive tax planning and preparation services, business consulting, and other accounting services through its Western and Eastern Tax Division offices.

In 1996, Ronald Blue & Co. established the Everyday Steward for individuals who are unsure if they fit the profile described above. Everyday Steward specializes in providing hourly financial planning and investment management services to individuals who want to take advantage of Ronald Blue & Co.'s philosophical approach to financial management but whose needs are not as complex as those stated above. For more information on services offered by Everyday Steward, please visit their website at www.everydaysteward.com.