Crosspoint Wealth Advisors has joined Blue Trust
Blue Trust announced that Crosspoint Wealth Advisors (Crosspoint), an independent wealth advisory firm located in Indianapolis, IN has joined the organization.
The transition will enhance both companies' abilities to serve more clients and help them make wise financial decisions ATLANTA (January 21, 2020) – Ronald Blue Trust announced today that Crosspoint Wealth Advisors (Crosspoint), an independent wealth advisory firm located in Indianapolis, IN has joined the organization. Ronald Blue Trust advisors help clients make wise financial decisions to experience clarity and confidence and leave a last legacy. It has 16 offices nationwide, over $10 billion in assets under advisement and approximately 9,500 clients (as of 12/31/19 and subject to change). Ronald Blue Trust is headquartered in Atlanta. Under this new structure, Crosspoint 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, Crosspoint clients will be able to leverage the experience of Ronald Blue Trust's investment team as they develop their financial strategies.
"In 2015, we reorganized and formed Crosspoint Wealth Advisors. Our motivation for that partnership was to be good stewards of the relationships we have with our clients and staff and to create a service model that could carry on with excellence well beyond our careers and lifetimes, said Tom Dafnos and Brent Dunn, co-founders of Crosspoint. "By taking this very positive step in that direction, we feel like we have accomplished our goal by joining with Ronald Blue Trust."
"Tom, Brent and the entire team at Crosspoint bring decades 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 company guided by biblical principles, we're excited about working with Crosspoint to help people create personalized wealth management strategies and trust services, so they are empowered to feel financial freedom."
About Ronald Blue Trust
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Our services include financial, retirement, and estate planning, investment management, cash flow and budget planning, charitable giving strategies, personal trust and estate settlement, bill paying, business consulting services, Family Office, professional athlete services, institutional services, and retirement plan consulting. For more information, go to www.ronblue.com.
About the Indianapolis Office of Ronald Blue Trust
The Indianapolis office was established in 1988 as Ronald Blue & Co.'s (the predecessor company to Ronald Blue Trust) third U.S. location. Today, led by Managing Director Aaron Klopfenstein, the office has expanded into one of the largest fee-only financial planning practices in the Midwest. With a staff of over 45 professionals, the Indianapolis office of Ronald Blue Trust serves over 1,400 clients with combined assets under advisement of $2 billion, making it Ronald Blue Trust's largest office (as of 12/31/19 and subject to change).
Trust and investment management accounts and services offered by Ronald Blue Trust, a division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested. Trust and investment management accounts and services are offered by Thrivent Trust Company, a wholly owned subsidiary of Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, based in Appleton, WI, and an affiliate of Thrivent Investment Management, Inc. Neither Thrivent Investment Management, a FINRA member, nor its associated person(s) is offering any product hereby. Certain Thrivent Investment Management associated persons refer prospective clients to Thrivent Trust Company.
About Thrivent
Thrivent is a fraternal benefit society that helps Christians be wise with money. As a mission-driven, membership-owned organization, it offers its more than 2 million members and customers a broad range of financial products, services and guidance to help them obtain a life of contentment, confidence and generosity. Thrivent and its subsidiary and affiliate companies offer insurance, investments, banking and advice over the phone, online as well as through financial professionals and independent agents nationwide. Thrivent is a FORTUNE 500 company with $134 billion in assets under management/advisement (as of 12/31/18). For more than a century it has helped Christians make wise money choices that reflect their values while providing them opportunities to demonstrate their generosity where they live, work and worship. ###
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