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 $14.5 billion in assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to 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 6/30/2 3 and subject to change.
