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Joshua Custer

Joshua Custer

Financial Planner
Indianapolis, IN

Joshua Custer is a Financial Planner for the Private Wealth division of Ronald Blue Trust and primarily serves clients located in Indianapolis, Indiana and Naples, Florida.

Joshua supports Phil Fox, Sr. Private Wealth Advisor, by helping analyze clients’ overall financial condition and develop customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs. Phil and Joshua are excited to be working to better serve the company’s growing client base in the Naples area.

Joshua graduated with a Bachelor of Science in Finance from John Carroll University where he also played football. He began working for Ronald Blue Trust in 2018 as a Financial Planner.

Joshua is active in his local church and volunteers at Pregnancy Resource Center of Southwest Florida. He also serves on the Board of Directors for The Legacy Imperative Inc. In his spare time, Joshua loves to hunt, fish, and play golf.

"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."

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