About Us

Why Ronald Blue?
Founded in 1979, Ronald Blue & Co. provides objective financial services within a Biblical framework in order to free up resources for the Great Commission. Our commitment to technical excellence, valuable client relationships and Biblical counsel is steadfast.

Our Services

What is “fee only”?
We charge fees for the services provided and are not compensated by commissions from financial products or services purchased by our clients.


How do I know if my needs match your services ?
If you are looking for fee-only financial counsel or investment management from a Biblical perspective, our services should fit you. After receiving your personal financial information, we will contact you to discuss how we can be of service and provide the expected time and cost so you can decide whether to go forward.

Are there contracts involved?
No contracts, but each party signs an engagement letter outlining expectations between the parties.

What if I am unsatisfied?
You can terminate your relationship with us at any time. If you are a financial planning client, we simply do not charge for any work not meeting your expectations. If you are an investment management client, your fee is prorated to the time that your accounts with us are closed.

How often will you contact me?
Each client situation is unique. Our goal is your financial peace of mind, therefore we are committed to contacting you as often as you prefer.

Our Services – Hourly Financial Planning

What does a plan delivery look like?
Typically, you will be provided with your written financial plan (recommendations, supporting information, etc.) which we will review with you in detail. For comprehensive planning, the delivery time could be two hours or more. If we are discussing a single issue or financial concern, the conversation could be as short as 30 minutes.

What qualifications do Everyday Steward Advisors have?
Many of the Everyday Steward Advisors are CERTIFIED FINANCIAL PLANNER™ professionals or Certified Public Accountants (CPA). The CFP® mark is the most widely recognized standard in the financial planning industry. To learn more about CERTIFIED FINANCIAL PLANNER™ certification go to http://www.cfp.net/become/certification.asp

How often do we revisit the plan?
This depends upon your situation. Because we work on an hourly basis, we can structure the initial work and the subsequent follow-up or updates as your situation warrants or as you prefer.

What happens when the work is completed?
We provide a survey form for your feedback on our process and services as well as we ask if you would like us to follow up with you at a future date. Contact us anytime a question arises or when it is time to review your situation and progress.

Our Services – Investment Management

What does an investment management portfolio look like?
Each individual client portfolio is based upon client goals, financial situation, risk tolerance and life stage. Usually portfolios are diversified across multiple asset classes using mutual funds.

Who picks the investments?
Our Investment Research Department selects and monitors the approved investments used in client portfolios. Your personal advisor ultimately selects the specific investments in your portfolio based on your investment strategy.

Do you only use mutual funds?
Our goals are to have professionally managed investment alternatives that provide liquidity and diversification. Most Everyday Steward portfolios consist of no-load mutual funds.

Getting Started

What is the process for becoming a client?
The process is simple. Submit a completed questionnaire and based upon that information, we will discuss how our services will solve your financial needs. If you decide to work with us, we then send the necessary paperwork to initiate the relationship.

Click here to get started.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.