Ronald Blue Trust is excited to announce the opening of its newest office in Walnut Creek, California led by Private Wealth Advisors David Sylvester & Hilary Disher. This will become Ronald Blue Trust’s 17th office and its first in Northern California.
Ronald Blue Trust has served ministries and foundations since 1991 and considers it a privilege to help organizations steward their resources well. We specialize in assisting pension funds, endowments, foundations, and charitable trusts looking for a sophisticated, independent investment office. To meet the growing demand for our institutional investing services, we are expanding our institutional capabilities with additional resources and staff.
In March it was announced that 14 Ronald Blue Trust offices moved from its regulator, the Office of the Comptroller of Currency (OCC), to a new regulator, the state of Tennessee. Ronald Blue Trust offices will operate out of two distinct entities: one regulated and chartered by the state of Tennessee and the other regulated and chartered by the OCC.
Ronald Blue Trust recently celebrated Russ Crosson’s 40-year anniversary with the company. Russ has held many pivotal roles with Ronald Blue Trust, while ensuring that the company delivers continued excellence as it helps clients make financial decisions in keeping with their faith and values.
Ronald Blue Trust announced that Crosspoint Wealth Advisors (Crosspoint), an independent wealth advisory firm located in Indianapolis, IN has joined the organization.
Ronald Blue Trust announced today that PlanFIRST, a registered investment adviser located in Greenville, S.C., is joining the organization. The move will expand both companies’ reach as they aim to serve more clients and help them make wise financial decisions.
Ronald Blue Trust Offers Financial Guidance to Faith Leaders through Partnership with ChurchSalary Tool
Ronald Blue Trust has partnered with Church Law & Tax, a publication of Christianity Today, to provide content for ChurchSalary. Released this month, the tool features compensation best practices and guidance on personal financial topics, including budgeting, debt management and retirement planning.
Ronald Blue Trust has named three of its managing directors to newly created regional managing director roles, to support its continued growth in helping clients make financial decisions in keeping with their faith and values.
Ronald Blue Trust has promoted three of its leading advisors to managing director roles, to ensure continued excellence as it helps clients make financial decisions in keeping with their faith and values.
Director of Branding & Communications
Manager of Digital Marketing