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“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.
Dalton, GA

Plans fail for lack of counsel, but with many advisers they succeed.

Proverbs 15:22

May 5, 2023
Blue Trust expands into northern California with new office in Walnut Creek

Blue Trust is excited to announce the opening of its newest office in Walnut Creek, California led by Private Wealth Advisors David Sylvester & Hilary Disher. This will become Blue Trust’s 17^th office and its first in Northern California.
February 16, 2022
Blue Trust Expands Institutional Investment Capabilities

Blue Trust has served ministries and foundations since 1991 and considers it a privilege to help organizations steward their resources well. We specialize in assisting pension funds, endowments, foundations, and charitable trusts looking for a sophisticated, independent investment office. To meet the growing demand for our institutional investing services, we are expanding our institutional capabilities with additional resources and staff.
April 23, 2021
14 Blue Trust Offices Move to Tennessee Charter

In March it was announced that 14 Blue Trust offices moved from its regulator, the Office of the Comptroller of Currency (OCC), to a new regulator, the state of Tennessee. Blue Trust offices will operate out of two distinct entities: one regulated and chartered by the state of Tennessee and the other regulated and chartered by the OCC.
November 5, 2020
Russ Crosson Celebrates 40 years at Blue Trust

Blue Trust recently celebrated Russ Crosson’s 40-year anniversary with the company. Russ has held many pivotal roles with Blue Trust, while ensuring that the company delivers continued excellence as it helps clients make financial decisions in keeping with their faith and values.
January 21, 2020
Crosspoint Wealth Advisors has joined Blue Trust

Blue Trust announced that Crosspoint Wealth Advisors (Crosspoint), an independent wealth advisory firm located in Indianapolis, IN has joined the organization.
March 04, 2019
PlanFIRST to join Blue Trust

Blue Trust announced today that PlanFIRST, a registered investment adviser located in Greenville, S.C., is joining the organization. The move will expand both companies’ reach as they aim to serve more clients and help them make wise financial decisions.
June 19, 2018
Blue Trust Offers Financial Guidance to Faith Leaders through Partnership with ChurchSalary Tool

Blue Trust has partnered with Church Law & Tax, a publication of Christianity Today, to provide content for ChurchSalary. Released this month, the tool features compensation best practices and guidance on personal financial topics, including budgeting, debt management and retirement planning.
March 03, 2018
Blue Trust Appoints New Leaders to Help Support Continued Growth

Blue Trust has named three of its managing directors to newly created regional managing director roles, to support its continued growth in helping clients make financial decisions in keeping with their faith and values.
January 01, 2018
Blue Trust Names New Managing Directors to Help Ensure Continued Excellence

Blue Trust has promoted three of its leading advisors to managing director roles, to ensure continued excellence as it helps clients make financial decisions in keeping with their faith and values.

Sandy Morgan

Director of Branding & Communications

Wesley Morgan

Media Producer

Brittany Allen

Manager of Digital Marketing

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.

**All financials are as of 6/30/24 and subject to change.

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Media

“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.”

Plans fail for lack of counsel, but with many advisers they succeed.

May 5, 2023

Blue Trust expands into northern California with new office in Walnut Creek

February 16, 2022

Blue Trust Expands Institutional Investment Capabilities

14 Blue Trust Offices Move to Tennessee Charter

Russ Crosson Celebrates 40 years at Blue Trust

Crosspoint Wealth Advisors has joined Blue Trust

PlanFIRST to join Blue Trust

Blue Trust Offers Financial Guidance to Faith Leaders through Partnership with ChurchSalary Tool

Blue Trust Appoints New Leaders to Help Support Continued Growth

Blue Trust Names New Managing Directors to Help Ensure Continued Excellence

Sandy Morgan

Wesley Morgan

Brittany Allen

Find an Advisor Near You

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