Every Journey Begins With A First Step
At Ronald Blue Trust, we are proud to meet our clients where they are. Everyone begins their journey by taking one step at a time. Let us help manage your wealth based on biblical principles.
Who We ServeHe who is generous will be blessed, for he gives some of his portion to the poor.
-Proverbs 22:9
-Proverbs 22:9
Individuals & Families
Wealth Management Services for Individuals and Families
We serve multimillionaires and everyday families with the same mission – put into practice biblical wisdom for wealth.
No matter who you are, YOU are our most important client and we have a service that fits your precise needs.
Private Wealth
- I want a trusted advisor to help me create a comprehensive financial plan and protect my estate and assets
- I have $1 million or more invested in various assets that need to be managed by experts
- My financial situation is complex and I prefer regular/quarterly meetings
- I want a personal CFO to manage all my finances and coordinate with other financial professionals
- I need a detailed strategy to pass on my financial and Kingdom legacy to my family
- I want help with complex tax strategies concerning my income and investments (business ownership, properties in multiple states, charitable trusts)
Everyday Steward
- I want a trusted advisor to help me create a thorough financial plan and consulting regarding a particular financial issue or concern
- I have at least $100k in investments
- I prefer to meet with my advisor once or twice per year to review
- I want a strategic plan to work with my tax, insurance, and estate professionals and referrals to other specialists
- I want to build a financial and Kingdom legacy to pass on
- I want help understanding the tax consequences of significant life events (retirement, investments, homeownership, college funding, charitable giving)
If one or more of these apply to you, contact us so we can customize a plan for you.
Women
Business Owners
- WHY was the company created?
- WHAT are you doing with what you have been given?
- HOW are you building a business bigger than you?
- WHO is being developed to replace you?
- Are your people THRIVING?
- Are you focusing on IMPACT?
- Are you mitigating RISKS?
- What happens IF/WHEN …?
Click below to view our comprehensive services for business owners.
Family Offices
Ministries & Nonprofits
Ronald Blue Trust Ministry Services helps faith-based ministries more effectively serve affluent and superaffluent donors by increasing the effectiveness of key generosity indicators in their donors’ lives. If your Ministry has a compelling mission, a committed board and leadership team, and an inspiring strategic plan, then Ministry Services can help. God has developed faithful financial partners, many of whom have been entrusted with significant resources. One key to accomplishing your mission is to inspire both current and prospective donors to radical generosity.
- Do you have a compelling and clearly articulated mission?
- Do you have established financial “finish lines” for your donors to measure?
- Do your donors have inspiring interactions with all of your ministry representatives?
- Do you need help discovering what events trigger major gifts?
- How do you address obstacles to major gift giving?
- What are some possible risks with emphasizing raising future gifts?
- What changes are occurring in the donor arena globally?
- What truly engages your donors’ hearts?
Click below to see how our services can help you identify and keep major donors for your organization.
Professional Athletes
Demario and Tamela Davis
NFL Athlete & Founders of Devoted Dreamers Foundation
Foundations & Endowments
Ronald Blue Trust Institutional Investment Management offers investment management services to endowments, foundations, charitable trusts, churches, ministries, and operating assets. We believe investments are a means to fulfill an organization’s mission and therefore align their portfolio with their faith-based principles. Our dedicated team of professionals combines biblical wisdom and technical expertise to help institutions steward their resources wisely and maximize their impact.
- How should we select our investment provider? Once selected, how will we monitor them?
- Are we paying a reasonable and appropriate fee for the investment services we are receiving?
- How should we choose and build the right plan for our institution’s goals?
- Do we have an Investment Policy Statement (IPS) design, maintenance, and review?
- Are we spending our dollars responsibly and intentionally?
Click below to view our Institutional Investment Services.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.