Advisor Opportunities
Let us do good to all people, and especially to those who are of the household of the faith.
-Galatians 6:10

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Advisors are Critical to the Success of Our Clients and Firm.

Change Can be Difficult, but You Are Not Alone in this Process.

Our team is actively seeking like-minded advisors to join our firm and invite you to learn more about these opportunities. Whether you own a practice, are looking to transition to a new advisory firm, or need a business continuity partner, we want to learn more about you.

Support and Resources

Integrate Biblical Wisdom into Your Financial Advice

For over 40 years, Ronald Blue Trust has embedded biblical wisdom into our financial planning approach to ensure our clients’ financial decisions accurately reflect their 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, 18 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.

Questions about Joining Ronald Blue Trust?

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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.

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