“They quickly put our minds at ease as they helped us see how our assets would carry us into the future, how we could plan better for the future.”
– Cathy R.
– Cathy R.
Blue Trust clients have come to us, and stay with us, because they are attracted to our uncommon approach to wealth management. We help individuals and families make intentional decisions that can lead to clarity and confidence around their finances. We work with them to determine how much is enough which can result in increased charitable giving (of time, talents, or treasures), ultimately helping to fulfill the Great Commission.
Every organization has a What, a How, and a Why. Our What is wealth management and trust services. Our How is through experienced financial advisors building relationships and applying proprietary tools. Why – it’s our reason, cause, and purpose for what we do.
We seek to help our clients gain clarity and confidence around their finances. We firmly believe that when our clients live with clarity and confidence about money – without conflict, anxiety, or fear – their lives are richer and more fulfilling. They can envision and act on their Why.
When Ron Blue established Christian Financial Management (now Blue Trust) in 1979, he felt challenged and called to help people seek and live their Why, become better stewards of their wealth, and have a better relationship with money, by using not just technical expertise but biblical principles as well.
Read more about how we integrate biblical principles into financial planning.