Neil PaurSenior Private Wealth Advisor
Ronald Blue Trust
20 Pacifica, Suite 560
Irvine CA 92618
Calvary Church Santa Ana
- Wycliffe Bible Translators, USA - Investment Committee Member
- Generous Giving - Facilitator
- The Barnabas Group
Helping people be strategic, generous, and wise with money.
It’s our Purpose that sets us apart.
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 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.
With nationwide trust capabilities, 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 a network of 13 branch offices we serve clients through four distinct divisions and offer services across the wealth spectrum in these key areas:
• Financial, retirement, and estate planning
• Investment management and solutions
• Charitable giving strategies
• Personal trust and estate settlement services
• Bill paying services
• Family office services
• Business consulting services