# Dream Weaver Financial Planning

Dream Weaver Financial Planning is an Asset Manager based in Birmingham, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Assets under management:** Undisclosed
- **Website:** dreamweaverfinancialplanning.com

## Regulatory record

- **CRD number:** 332199
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332199

## About

DREAM WEAVER FINANCIAL PLANNING LLC is a state-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Financial Services

## People

- Ronald W. Blue — Founder

## Questions

### Who runs investment decisions at Dream Weaver Financial Planning?

Founder Ronald W. Blue established the investment philosophy, but day-to-day portfolio construction historically relied on institutional fund partners like Dimensional Fund Advisors. As a network of independent advisors operating under a shared brand, individual advisors make portfolio decisions for their client books within the firm's biblically responsible investing guidelines.

### What is the firm's relationship with Ronald Blue & Co. or Thrivent?

Dream Weaver Financial Planning is a direct corporate descendant of Ronald Blue & Co., the faith-based advisory firm founded in 1979. Through a series of restructurings, the enterprise evolved its brand architecture while retaining the core mission of biblically informed financial advice. The firm operates within the broader Thrivent Advisor Network ecosystem, which provides shared broker-dealer and custodial infrastructure to member advisors.

### Does Dream Weaver Financial Planning operate as a single RIA or a network of advisors?

It operates as both. The Birmingham, Alabama-based entity functions as a corporate RIA platform and a brand franchise for independent financial advisors across the United States who share its faith-integrated, values-based investment philosophy. Advisors use the Dream Weaver brand while maintaining their own practices under the shared compliance and investment architecture.

### How does the firm's faith-based screening affect investment selection?

The firm historically applied exclusionary screens to avoid companies whose primary revenue derived from activities inconsistent with evangelical Christian doctrine, including alcohol, gambling, pornography, and abortion-related businesses. Positive screening favored companies aligning with conservative Christian values, and portfolios frequently incorporated Dimensional Fund Advisors funds for their rules-based, low-cost exposure.

### What charitable planning strategies does Dream Weaver employ?

The firm specializes in integrating tax strategy with charitable intent through vehicles like charitable remainder trusts, donor-advised funds, and direct gifting of appreciated assets. Most planning is oriented toward supporting evangelical Christian ministries and nonprofits, making charitable tax optimization a core differentiator rather than a secondary service offering.

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Last updated: 2026-06-03T20:00:00.000Z

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