PlanFIRST To Join Ronald Blue Trust
Mar 04, 2019 11:05AM
● By Kathleen Maris
Ronald Blue Trust, a division of Thrivent Trust Company, announced that PlanFIRST, a registered investment adviser located in Greenville, S.C., is joining the organization. Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. With this addition, Ronald Blue Trust will add a regional office in Greenville for a total of 14 offices nationwide and serve around 8,500 clients. It currently has more than $8 billion in assets under management (as of 3/1/2019). Ronald Blue Trust is headquartered in Atlanta.
Under this new structure, PlanFIRST clients will continue receiving investment, wealth management, and financial planning services, but now have access to Ronald Blue Trust’s broader range of fiduciary services, including trust services, to help meet their evolving financial needs. This means clients can name Ronald Blue Trust as a trustee in trust agreements and testamentary trusts in estate planning documents or serve as a personal representative in the will. In addition, PlanFIRST clients will be able to leverage the experience of Ronald Blue Trust’s investment team as they develop their financial strategies.
“In Ronald Blue Trust, we found a partner that believes in holistic financial planning and shares our commitment to enriching people’s lives for generations,” said Mike Miller, president and CEO of PlanFIRST. “Our goal has always been to help clients experience a healthy relationship with money and be good stewards of their resources. As part of Ronald Blue Trust, we believe we’ll be able to fulfill that mission to an even greater degree.”
“Mike and the team at PlanFIRST bring 35 years of experience and talent to Ronald Blue Trust and we’re thrilled to have them join us,” said Nicholas Stonestreet, CEO of Ronald Blue Trust. “As a team guided by biblical principles, we look forward to working with PlanFIRST to help people create wealth management strategies and provide trust services so they are empowered to practice wise financial habits and feel confident about putting their plans and values into action.”
Miller will now oversee day-to-day operations as the managing director of Ronald Blue Trust’s new regional office in Greenville. As a division of Thrivent Trust Company, Ronald Blue Trust will continue to help the organization accelerate its mission of guiding clients on their wise-with-money journeys and helping them lead content, confident, and generous lives.