Advisor OpportunitiesLet us do good to all people, and especially to those who are of the household of the faith.
Ronald Blue Trust offers a compelling option for advisors and owners considering a transition or in need of a trusted, continuity partner.
Integrate Biblical Wisdom Into Your Financial Advice
For over 40 years, the staff of Ronald Blue Trust have embedded biblical wisdom into their financial planning approach to ensure their clients’ financial decisions accurately reflect the client’s values and help them achieve their financial goals.
Offer a Secure Foundation for Clients and Future Generations
Our clients, their children, and grandchildren value having a trusted advisor who is intimately familiar with their financial situation and is accessible to them. We meet this need through our experienced and long-tenured client service teams.
Access a Broad Range of Fiduciary Services, Including Trust Services
We serve people across the wealth spectrum, from individuals who need everyday financial advice to multigenerational families to business owners who need custom consulting. We offer an array of services, including financial, retirement and estate planning; investment solutions; charitable giving strategies; personal trust and estate settlement services; family office services; business consulting services; institutional services; and retirement plan consulting.
Offer a Clear Career Path for Employees
At Ronald Blue Trust, we want our employees to feel valued and empowered to make an impact through their work. We provide distinct career paths and consistent support through our professional development programs and benefits. We also intentionally invest in the development of the next generation of employees.
Enjoy Operational Efficiencies and Centralized Support
Our national office serves five distinct divisions, 17 offices (from Orlando to Seattle), 85 advisor teams, and 250 field employees. We provide a broad range of advisor support services, including investment research and strategies; centralized trading; compliance and legal; technology; human resources; client billing; and communications support. These resources are designed to free up advisors so they can focus on what they do best — serving clients.
Design and Execute Your Preferred Business Transition Plan
Designing and implementing a preferred transition plan for your business takes intentional planning. From our experience, it starts with your leaders, culture, client and vendor relationships, and community influence. We will work with you and your team to prioritize preserving the company’s legacy by sustaining these important relationships.
Advisor Transition Success Stories
“In Ronald Blue Trust we found a partner that believes in holistic financial planning and shares our commitment to enriching people’s lives for generations. Our goal has always been to help clients experience a healthy relationship with money and be good stewards of their resources. As part of Ronald Blue Trust, we believe we’ll be able to fulfill that mission to an even greater degree. This was more than a financial transaction to us, it was a true partnership.”
– Mike Miller
President and CEO of PlanFIRST
Transitioned PlanFIRST into Ronald Blue Trust in March 2019. Located in Greenville, SC. PlanFIRST was an RIA with $350 million in assets under management, 500 clients, and 16 employees.
“In 2015, we reorganized and formed Crosspoint Wealth Advisors. Our motivation for that partnership was to be good stewards of the relationships we have with our clients and staff and to create a service model that could carry on with excellence well beyond our careers and lifetimes. By taking this very positive step in that direction, we feel like we have accomplished our goal by joining with Ronald Blue Trust.”
– Tom Dafnos & Brent Dunn
Cofounders of Crosspoint Wealth Advisors
Transitioned Crosspoint Wealth Advisors into Ronald Blue Trust in January 2020. Located in Indianapolis, IN. Crosspoint was an independent wealth advisory firm with $435 million in assets under management, 300 clients, and 7 employees.
“I’ve spent most of my career in financial services, either directly providing financial advice to individuals and businesses or leading other advisors to help them grow their book of business. Yet, it wasn’t until joining Ronald Blue Trust that I was I able to fully integrate biblical principles into my practice. Now I combine my expertise with biblical wisdom. This unique perspective is helping my clients have more clarity and peace around their finances and leave a lasting legacy. I’m seeing God work in the lives of my clients in new and powerful ways.”
– Kerry Mallory
Sr. Private Wealth Advisor, Atlanta, GA
Before joining Ronald Blue Trust, Kerry worked with a large bank for 15 years serving in multiple roles including Senior Vice President of Private Wealth Management.