Orange County Financial Advisors

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Orange County, CA

Wealth Management & Trust Services

The Orange County 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

Situated between the California coastline and Saddleback Mountain, the Orange County office is centrally located in the city of Irvine. The office is led by Managing Director, Mike Haddad, whose goal is to see individuals and families in California receive personalized services and custom solutions to meet their financial needs and goals. The office was originally established in 1993 by Sr. Partner, George Andrews, who pioneered the opening of the first Ronald Blue Trust office on the west coast. The Orange County team continues to grow by adding experienced and dedicated professionals committed to serving clients with excellence.