
- Atlanta Office
1600 RiverEdge Parkway
Suite 310
Atlanta, GA 30328 - Phone
- Fax
We have additional advisors serving in the Atlanta area out of our Everyday Steward®, Professional Athlete, and Family Office division location:
1125 Sanctuary Parkway
Suite 500
Alpharetta, GA 30009- Phone
- Fax
Wealth Management & Trust Services
The Atlanta financial advisors at Ronald Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Family Office
- Professional Athlete services
- Business consulting services
- Institutional services
- Retirement plan consulting
With a staff of over 35 professionals, the Atlanta office continues to increase their impact by building personal relationships with clients through investment advice and consulting to business owners, corporate executives, physicians, athletes, coaches, and retirees. They are also committed to serving with excellence the unique needs of women. As one of Ronald Blue Trust’s largest offices, the office serves over 1,000 clients with combined investment assets under advisement in excess of $1.3 billion.* Since 2014, Greg Gilbert has led the Atlanta office. Greg joined Ronald Blue Trust in 1999 and has over 26 years of experience in the wealth management industry. The office was established in 1994 by Executive Vice President, Erik Daniels, to provide personal financial service and expertise to local clients.
*As of 12/31/21 and subject to change.
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See Bio
Andrew Allen, CFP®, CWS®, CKA®
Atlanta, GA
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Nancy Anglyn, CFP®, CDFA®, CWS®
Atlanta, GA
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Peter Balch, CFP®, CPA, CWS®
Atlanta, GA
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Hayden Boone, CFP®, CRPC®, APMA, AWMA®, MPAS
Atlanta, GA
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Scott Calhoun, CFP®, CPA/PFS, CIMA®, CWS®
Atlanta, GA
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Christopher Carlson, CFP®, AEP®
Atlanta, GA
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Morgan Chalk, CFP®, CWS®
Atlanta, GA
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Anehita Chie, CWS®, CPA
Atlanta, GA
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Jeff D. Chinery, CFP®, CWS®
Atlanta, GA
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Ken Cottingham, CFP®, CPA, CWS®, CKA®
Atlanta, GA
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Reed Crosson, CFP®
Atlanta, GA
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Erik Daniels
Atlanta, GA
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Saxon Dasher, CFP®, CPA/PFS
Atlanta, GA
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David Doverspike, JD, LLM in Tax
Atlanta, GA
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Mark Elam, CFA®
Atlanta, GA
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Bethany Frymire, CFP®, CKA®
Atlanta, GA
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Charlie Germany, CPA/PFS
Atlanta, GA
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Jamey Gibson, CFP®, CWS®
Atlanta, GA
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Greg S. Gilbert, CIMA®, CWS®
Atlanta, GA
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Sarah Hall
Atlanta, GA
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Claiborne Haw
Atlanta, GA
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Lisa J. Hopcroft, CFP®
Atlanta, GA
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Carol Jackovich, CFP®
Atlanta, GA
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Jonah Johnson
Atlanta, GA
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Kim Kampman
Atlanta, GA
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Kyle Kutz, CPA
Atlanta, GA
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Mandy Kyser
Atlanta, GA
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Evan Longstreth, MBA, CKA®
Atlanta, GA
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Jonathan Lowery, CFP®
Atlanta, GA
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Kerry A. Mallory, CWS®
Atlanta, GA
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David Mann, CFP®
Atlanta, GA
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Scott Martin, CFP®, CWS®
Atlanta, GA
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Suzanne Miller, CFP®, CWS®
Atlanta, GA
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Lesley Orr, CFP®
Atlanta, GA
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Andrew Peipers
Atlanta, GA
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John Pickart, CFA®
Atlanta, GA
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Marshall Potter, CFP®, CWS®, CKA®
Atlanta, GA
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Jared Simmons, CFP®, CWS®
Atlanta, GA
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Michael Spencer, CFP®
Atlanta, GA
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Trey Turner, CFP®, CWS®
Atlanta, GA
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Alex Wilson
Atlanta, GA
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Dan Wolthuis, CFP®, CKA®
Atlanta, GA
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Matthew Yung, CFP®
Atlanta, GA