Jeremy Atkinson, CFP®, CKA®
Private Wealth Advisor
Louisville, KY
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Jeremy Atkinson is a private wealth advisor in the Private Wealth division of Ronald Blue Trust and serves clients out of the Louisville, Kentucky office.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Jeremy 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. Jeremy and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining Ronald Blue Trust, Jeremy was a financial advisor at an independent wealth management firm in the Chicago area, where he served clients with an objective perspective to help them make wise financial decisions.
Jeremy earned his BS in business administration, majoring in finance, with an emphasis in investments from Drake University. He is also a Certified Kingdom Advisor® and a member of Kingdom Advisors.
Jeremy is active in his local church where he is involved in a small group and men’s Bible study. He is also part of the local CBMC discipleship ministry.
Jeremy and his wife, Jennifer reside in Louisville with their four boys. In his spare time, he enjoys spending time and traveling with his family, watching his boys play sports, along with working out and fellowshipping with his men’s fitness community.
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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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.