Bob Fox is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Indianapolis, Indiana.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Bob uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Bob and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining the company, Bob worked as a financial consultant with Hufford Financial Advisors where he assisted clients in a variety of areas including asset allocation analysis, retirement plan design and implementation, cash flow and tax planning, and debt management.
Bob graduated from Indiana University with a BS in both business and human resources management along with a concentration in finance and economics. He is a Certified Wealth Strategist® (CWS®).
Bob is an active member of his local church and volunteers his time as a financial advisement resource for other church members.
He and his wife, Lydia, have three children and live in Carmel, Indiana, a suburb of Indianapolis.
"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."
Jim & Norma W.Lake Elsinore, CA
"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."
Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity
"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."
President & CEO of a large privately owned companyDagsboro, DE
https://www.ronblue.com/wp-content/uploads/2022/04/wisdom-for-business-logo.jpg975975Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-07-05 08:45:512022-06-08 12:51:21Q & A With the Business Team
https://www.ronblue.com/wp-content/uploads/2022/04/AdobeStock_225478883-scaled.jpeg17072560Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-06-29 08:45:542022-06-10 11:42:49Enhancing Business Value
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. 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.
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