Our Story

Ronald Blue & Co. is a full-service financial and investment planning firm. We partner with clients to help them work toward financial peace of mind. Our advisors share a dedication to see our clients free to pursue the things in life that matter most.

We have a 30-year history of delivering trusted and professional financial counsel based on applying biblical wisdom with an eternal perspective. Our advice is based on a fee-only business model allowing our advisors to offer objective recommendations so that our clients can make informed decisions. With offices around the country, we serve over 5,000 clients in 49 states with over $6 billion in investment assets under management.

Convinced that Christians would better handle their personal finances if they were counseled objectively with the highest technical expertise and from a biblical perspective, Ron Blue founded the firm in 1979.

Meet Our Founder

It does not matter how much or how little you have, everyone deserves to receive good advice

Jamey Gibson

Personal Financial Advisor
We tie everything back to our clients’ goals, quantify their financial goals, and then help to make sure they are doing the right things with their money to help them achieve those goals.

Jim Wise

Managing Director
I enjoy being on the journey with our clients and enjoy seeing them accomplish big things in their lives.

Melanie Fitzgerald

Personal Financial Advisor
I believe the clients of Ronald Blue & Co. are exceptional, and we consider the task of serving this group of individuals, families, and organizations a blessing, a privilege, a unique opportunity, and an awesome responsibility.

Zack Fulmer

Sr. Financial Advisor
A well lived life is about consistently making principled choices in line with God-aligned priorities. This life is effectively accomplished through a supporting network of family, friends, and trusted advisors.

Marshall Potter

Personal Financial Advisor
Life is complicated. Does your financial life have to be? First we listen, then we bring answers to questions, clarity to confusion, and ordered steps to achieve your plans. The result is peace of mind.

Pete Davidsaver

Sr. Financial Advisor
My desire for myself and my clients is to hear God say “Well done good and faithful servant”, and experience these true riches. In our fallen world, it is so easy to get distracted but our time on earth is preparing us for eternity.

John Yukawa

Financial Advisor
It's important to us to understand our clients’ hearts. They are not just a client or a number, many of them really become like family and friends.

Barb Senum

Sr. Financial Advisor
Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

Lori Davis

Tax and Financial Advisor
In the second half of life, as our previous responsibilities diminish, we have more freedom with our time, and perhaps money, to do new things. Unless we decide on purpose what new things we will pursue, we will drift through these years and one day wakeup with regrets, realizing it is too late to pursue passions and interests.

Jim Dean

Sr. Financial Advisor