Blue Trust
Peter Balch is an accomplished financial professional with extensive experience in wealth advisory and financial planning. Currently serving as a Private Wealth Advisor and Senior Financial Planner at Ronald Blue Trust since November 2015, Peter previously held the position of CFO/Controller at AHC Media from August 2013 to November 2015. Prior experience includes serving as a Senior Tax Accountant at Ronald Blue & Co. from January 2008 to August 2013 and as a Senior Associate at KPMG US from January 2004 to January 2008. Peter holds a Bachelor of Science in Accounting from Pepperdine University.
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Blue Trust
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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. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/23 and subject to change. -- Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/