Greenville Financial Advisors

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Wealth Management & Trust Services

The Greenville financial advisors at Ronald Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:

  • Wealth Management (financial, retirement, and estate planning)
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Family Office
  • Professional Athlete services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting

The Greenville office of Ronald Blue Trust was established in 2019. Prior to that, this location was the home of PlanFIRST, an asset management and financial planning firm founded in 1984. Sr. Partner, Mike Miller was co-founder of PlanFIRST and led the Greenville Office as managing director before transitioning the role to Joel Robinson in 2022. As part of Ronald Blue Trust, the experienced advisors in Greenville are proud to offer an enhanced range of services to meet the complex and evolving needs of their clients, and they continue to offer unbiased, fee-only advice that puts their clients’ interests first.