What’s Next For My Clients, My Employees, And Me?
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; bill paying 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, 16 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.