Wealth Management & Trust Services
The Columbus 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
- Bill paying
- Family Office
- Professional Athlete services
- Business consulting services
- Institutional services
- Retirement plan consulting
Ronald Blue Trust established the Columbus office in 2022 initially as an extension of the Family Office Division led by Sr. Family Office Advisor, Skip Perkins who joined the firm in 2013. The office is also home to Chief Fiduciary Officer, Chris Carlson, who leads the Fiduciary Services of Ronald Blue Trust to provide trust administration and estate settlement services. The Columbus office serves clients in Columbus and across the country.
Meet our Columbus Financial Advisors