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Charlie Germany

Charlie Germany, CPA/PFS

Sr. Private Wealth Advisor
Atlanta, GA

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Charlie Germany is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Atlanta, Georgia.

As an experienced wealth advisor to individuals, families, and businesses, Charlie 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. Charlie and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Charlie began his career with the Internal Revenue Service (IRS).  While with the IRS, his various job functions included revenue agent, appeals officer, and large case (publicly-held companies) revenue agent. He left the IRS in 1982 to establish his own CPA firm, which later merged with Frank Drewry to form Germany & Drewry, P.C. This firm merged with Ronald Blue Trust in 1990.

Charlie earned his BS in industrial management from the Georgia Institute of Technology. He is a member of the American Institute of Certified Public Accountants (AICPA).

Active in the community, Charlie sits on the board of directors of Living on the Edge and Bailey Smith Ministries. He is currently serving as a member of the pastor’s leadership team and the treasurer of the church he attends in Atlanta. Charlie has been a regular guest on the national Christian radio show, Money Matters with Crown Financial Ministries, as well as other national and local radio programs. Charlie has taught financial and tax programs for various groups including professional organizations and churches.

He and his wife, Sandra, live in Johns Creek, Georgia and have two adult sons.

"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."

"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."

"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."