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.
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
Ronald Blue Trust is a trademark used by Thrivent Trust Company, a federal savings association, and Thrivent Trust Company of Tennessee, Inc., a Tennessee public trust company, separate affiliated entities. Trust and investment management accounts and services offered by Ronald Blue Trust 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.