We are excited to announce that Crosspoint Wealth Advisors (Crosspoint), an independent wealth advisory firm located in Indianapolis, IN, joined Ronald Blue Trust on January 1, 2020. Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. Ronald Blue Trust is headquartered in Atlanta and has 14 offices nationwide, including the Indianapolis office. To find out more about Ronald Blue Trust, please click on this link.
Clients of Crosspoint will continue receiving investment, wealth management, and financial planning services from the same team of professionals they have known, but now have access to Ronald Blue Trust’s broader range of fiduciary services, including trust services, to help meet their evolving financial needs. This means clients can name Ronald Blue Trust as a trustee in trust agreements and testamentary trusts in estate planning documents or serve as a personal representative in the will. In addition, Crosspoint clients will be able to benefit from the experience of Ronald Blue Trust’s investment team as they and their advisors develop their financial strategies.
“We formed Crosspoint Wealth Advisors in 2015 in order to be good stewards of the relationships we have with our clients and staff, now and in the coming decades. Joining with Ronald Blue Trust will allow us to take another very positive step towards that important goal.” said Tom Dafnos and Brent Dunn, co-founders of Crosspoint Wealth Advisors.
“Tom, Brent and the entire team at Crosspoint bring decades of experience and talent to Ronald Blue Trust and we’re thrilled to have them join us,” said Nicholas Stonestreet, CEO of Ronald Blue Trust. “As a team guided by biblical principles, we look forward to working with Crosspoint to help people create personalized wealth management strategies and trust services, so they are empowered to feel financial freedom."
If you would like to talk to a member of our team, please call us at 317.576.9644. We are currently located at 9951 Crosspoint Boulevard, Suite 100, Indianapolis, IN 46256-3393. In the summer of 2020, we will be relocating to the Indianapolis office of Ronald Blue Trust located at 9229 Delegates Row, Suite 200, Indianapolis, IN 46240.