“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

Then you will know the truth, and the truth will set you free.

John 8:32

Principles Of The Firm

We build strong relationships with our clients, speak into their financial lives, and walk with them to help them realize their financial and life goals.

Wealth Management & Trust Services for Your Entire Financial Situation

There are no independent financial decisions.

  • Integrated decision-making
  • Reporting and communication
  • Accountability
  • Implementation of personal strategy

Our network of 18 offices is staffed with advisors who have both expertise and experience to help you achieve clarity and confidence around your finances.

Service Coordination with a Single Point of Contact

Service Coordination with a Single Point of Contact

We can help simplify your life by coordinating services with your existing specialists through one point of contact.

Interests That Align with Yours

Objectivity that leads to trust

  • Fee-only structure
  • Open architecture of investment options
  • 100% transparency regarding fees

Wisdom for Your Wealth

Believing that biblical wisdom is the best guide for making financial decisions, we work to assist you in achieving your goals and the clarity and confidence around your finances that come from being a faithful steward of your money, time, and treasures.

  • Stewardship is at the heart of our advice.
  • Many clients are positioned to participate in exciting philanthropic opportunities.
  • We help clients define their financial “finish line” for achieving financial objectives.
  • One of our strengths is advising clients on strategic ways to use wealth to accomplish their goals and charitable objectives.

We help you answer

  • What constitutes a life well spent?
  • How much is enough?
  • Am I an owner or a steward?
  • What are my life-giving goals?

Wisdom for Your Life

Wisdom for Your Life

We encourage you to maintain a balanced life and engage in a focused planning process, which allows you to build a legacy comprising of financial, social, and spiritual capital.

Blue Trust partners with clients to help them work towards gaining clarity and confidence around their finances. Our advisors share our Guiding Principles to help our clients free themselves to pursue the things in life that matter most.

Note: This video is provided as general information, and it is not intended as specific investment advice for any individual or organization.