Date Published: June 2013
Comprehensive Power Point Deck: 72 Slides
Summary Power Point Deck: 21 Slides
Ronald Blue & Company was founded as Christian Financial Management by Ron Blue in 1979 and is based in Atlanta, GA. The company has operations in fourteen states, fifteen offices, 281 employees, 3,600 clients, 16,000 accounts, $6.0 billion assets under management, $26 million revenues, & earns $2.6 million. Ron Blue is led by its Founder Emeritus Ron Blue & CEO Doug Wilson. Its web site can be found at www.ronblue.com.
Ronald Blue's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, institutional clients, accounts, assets under management, revenues, & net profits.
- Founding Phase
- Build-Out Phase
- Acquisitions Phase
Its profile includes detailed outlines of its core services:
And its profile concludes with the highlights of its organizational structure & ownership.
- Comprehensive Financial Planning
- Investment Management
- Estate Planning
- Wealth Transference
- Charitable Giving
- Tax Planning & Preparation
- Business Services