|
|
|
| |
| Additional information |
| |
| Ronald Blue & Co., LLC |
| |
| |
Profile:
What constitutes a life well spent? Is it riches or enrichment? Is it your prosperity or the legacy of your posterity? Who measures your life well spent – you, or others in your life? Is there a point where faith and finances intersect in a life well spent?
These questions inform the essence of who we are and what we do. As one of the largest, fee-only independent wealth management firms in the United States, Ronald Blue & Co. provides comprehensive financial strategies based on biblical wisdom, with one goal: empower our clients to live enriched lives.
We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting services. Believing that biblical wisdom is the best guide for making wise financial decisions, we strive to help you achieve both the financial goals and the financial peace of mind to live your life well spent.
Our advisors in 13 offices around the country provide a full complement of services – financial planning, investment management, estate and trust planning, tax planning and business services, and philanthropic counsel. From our beginning more than three decades ago, we have built relationships of trust with our clients, speaking to some of the most financially intimate areas of their lives.
Founded in 1979, we offer fee-only financial advisory services and today manage more than $6.5 billion of client assets and serve 7,000 clients. Our ultimate goal is helping our clients realize their life well spent. |
|
 |
|
History:
Every organization has a What, a How, and a Why. Our What is wealth management services. Our How is through experienced financial advisors building relationships and applying tools such as proprietary financial planning software, investment vehicles, and tax planning strategies. But it’s our Why that sets us apart from other wealth management firms. Why is what motivates us to get out of bed in the morning – it’s our reason, cause, and purpose for what we do.
We are not simply a financial planning, investment management, or estate planning firm. We believe we do all of those things with excellence, but we are essentially a financial peace of mind firm. And we firmly believe that when our clients live with peace of mind about money – without conflict, anxiety, or fear – their lives are richer and more fulfilling. They can envision and act on their Why.
The vision of helping people seek and live their Why was one of the cornerstones on which Ron Blue established the company in 1979. Ron felt challenged and called to help people become better stewards of their money and have a better relationship with money by using not just technical expertise, but biblical wisdom as well. For over 35 years, many of our clients have come to us, and stay with us, because they are attracted to our uncommon approach to wealth management. |
|
|
|
Asset Under Management:
More than $6.5 billion of client assets and serve 7,000 clients*
*data as of 12/31/15 and subject to change |
|
|
|
| Toll Free:
+1 800 841 0362 |
|
|
|
|
|
|
|
 |
|
 |
|
|
