Thank you for your interest.

Click here to download the Principles Based Investments Report.

 

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. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. Our advisors in 18 offices around the country provide a full complement of services including:

• Financial planning
• Investment management
• Retirement plan consulting
• Cash flow and budget planning
• Charitable giving strategies
• Personal trust and estate settlement services
• Family office services
• Business consulting
• Institutional services