Phil Fox is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and primarily serves clients located in Indianapolis, Indiana and Naples, Florida.
As an experienced wealth advisor to individuals, families, and businesses, Phil 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. Phil and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Phil is a Certified Public Accountant (CPA) as well as a Certified Wealth Strategist® (CWS®). He earned both a BBA and a BS in accounting from the University of Kentucky. Prior to joining Ronald Blue Trust in 1994, Phil served as the controller for Interior Services Corporation. His financial background also includes a position as vice president and manager of loan operations with PNC Bank, and auditing and management consulting with Ernst & Young. He is also an active member of Kingdom Advisors.
Active in the community, Phil has served as a board member for numerous non-profits. Dedicated to bringing stability and hope to those who are struggling, Phil currently serves on the board of Covenant Community Neighborhood in the urban core of Indianapolis and the advisory council for New Day, a faith-based substance abuse treatment center. He is also actively involved in a community church in Naples.
Phil and his wife, Kathie, have three 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/2022/04/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
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 Daniels2022-06-28 08:45:442022-06-08 12:50:12Q & A With the Business Team
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.
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