Wealth Management & Fiduciary Advisors Stewarding Your Legacy
Financial Planning & Investment Management Based on Biblical Wisdom
Financial Services
Ronald Blue Trust advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy.
Who We Serve
At Ronald Blue Trust, we help our clients transform significant wealth into wealth with significance. We serve a variety of individuals, family offices, businesses, and institutions with comprehensive financial management capabilities.
Stewardship is at the heart of our planning, because effective planning opens the door for deeper, more far-reaching opportunities to make a difference.
Wisdom for Wealth. For Life.
The vision of helping people seek and live their Why was one of the cornerstones on which Ron Blue established the company in 1979. Ron and his wife, Judy, felt challenged and called to help people become better stewards of their wealth and have a better relationship with money by focusing on biblical principles in addition to technical expertise.
These same biblical principles establish the foundation to every financial plan of every Ronald Blue Trust financial advisor who has their own personal advisor to hold them accountable to their plan. This is one of the ways we are unique in our business.
01
Discover Your Unique Needs
How much is enough for a comfortable retirement and to leave a lasting legacy?
How can I be generous today while still meeting the needs of family in the future?
02
Develop Your Goals & Plan
What financial decisions should I think through during important life transitions?
How do I track what I owe and own and consider the impact of taxes?
03
Implement Your Personal Strategy
Does my spending and giving align with my values?
Do I have someone who acts as a personal CFO to carry out my investment plans and financial strategies?
04
Monitor and Adjust Over Time
Am I managing my personal and business cash flow as effectively as possible?
Where can I find a trusted professional to walk with me on my financial journey who doesn’t take commissions or sell products?
“Ronald Blue Trust helped me so much to find the purpose of money, to understand what money is.”
– Jaime Garcia
MLB Pitcher
Our $1 Billion Goal For Charity
Join us in our vision to help our clients give $1 BILLION PER YEAR to charitable organizations and missions across the globe!
At Ronald Blue Trust, we remind our clients that their real legacy is not how much money they leave behind, but how much impact they have with it while they are here. We help them transform significant wealth into wealth with significance by impacting lives around the world.
Do you have an advisor helping you make a lasting impact? Join us in our mission!
Find Your Financial Advisor
With over $13.5 billion of assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to over 9,000 clients across the wealth spectrum in all 50 states. (as of 4/01/22 and subject to change)
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.