Atlanta Financial Advisors

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.