Erik Daniels is executive vice president and a family office advisor for the Family Office division of Ronald Blue Trust, and he also serves as a senior private wealth advisor for the Private Wealth division. Erik joined Ronald Blue Trust in 1980 and has held leadership positions since 1986, including managing director and regional director.
In his role as a family office advisor, Erik helps families intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for the family to thrive. His biblical worldview and uncommon approach in the areas of financial, estate, trust, and investment planning emphasize a principle driven wealth transition that is designed to properly prepare and equip each generation.
As an experienced wealth advisor to individuals, families, and businesses in the Private Wealth division, Erik uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Erik and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Erik has earned a reputation as a popular financial speaker, bringing an informative and entertaining perspective on money management to national as well as local venues, including Promise Keepers, the Coca-Cola Company, and Southern Company. As a past member of the AICPA, Erik has been quoted in various news and business journals and has hosted radio programs focused on helping people manage their money. He speaks often to church groups, corporations, men’s gatherings, and civic groups.
An active member of the Atlanta community, Erik has served on numerous boards, including Georgia Center for Opportunity, Sheltering Grace, Working Women of America, and the NAPFA Southeast Regional Board.
Prior to joining the firm, Erik worked as a senior accountant with Blue & Co., a CPA firm based in Indianapolis and originally founded by Ron Blue. He received a BS degree from Indiana University and a master’s degree in both taxation and financial planning from Georgia State University.
Erik and his wife, Sherri, live in Marietta, Georgia. They have four children and two grandchildren.
"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/2022/12/web-thumbnail_Tom_and_Jan.png941941Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-12-04 11:26:332022-12-05 09:47:10“Wisdom for Wealth. For Life.” Episode 16: How to Have a Fulfilling Retirement
https://www.ronblue.com/wp-content/uploads/2022/01/team-meeting-scaled-e1641587432574.jpg14842560Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-11-30 08:45:032022-06-13 14:24:53The Second 3 Elements of Organizational Clarity
https://www.ronblue.com/wp-content/uploads/2022/11/WFWFL-Thumbnail-Fall-2022.jpg23332333BrittanyAhttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngBrittanyA2022-11-30 07:00:422022-11-30 09:09:57Wisdom For Wealth. For Life.® Newsletter Fall 2022
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
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.**As of 4/01/22 and subject to change.
Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.
Essential Website Cookies
These cookies are strictly necessary to provide you with services available through our website and to use some of its features.
We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.
Google Analytics Cookies
These cookies collect information that is used either in aggregate form to help us understand how our website is being used or how effective our marketing campaigns are, or to help us customize our website and application for you in order to enhance your experience.
If you do not want that we track your visit to our site you can disable tracking in your browser here:
Other external services
We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.
Google Webfont Settings:
Google Map Settings:
Google reCaptcha Settings:
Vimeo and Youtube video embeds:
The following cookies are also needed - You can choose if you want to allow them: