Montgomery Financial Advisors

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Wealth Management & Trust Services

The Montgomery 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

The Montgomery office opened in 1994 during an expansion initiative and provides comprehensive wealth management services to high-net-worth clients in Montgomery and the surrounding areas. Local leadership is provided by Sr. Private Wealth Advisor, Anthony Brown, who joined Ronald Blue Trust in 1999. The office was originally established and managed by Sr. Partner, Bob Stoddard.