Advisory Practice Owners

“In Blue Trust we found a partner that believes in holistic financial planning and shares our commitment to enriching people’s lives for generations. We believe we’ll be able to fulfill that mission to an even greater degree as a part of Blue Trust. This was more than a financial transaction to us; it was a true partnership.”

– Mike Miller, CFP®, CKA®, CLU®
Former President and CEO of PlanFIRST
Sr. Private Wealth Advisor, Partner of Blue Trust

Commit your works to the Lord and your plans will be established.

Proverbs 16:3

What are you looking for?

The business you have built is important to you. Transitioning your practice involves important considerations that we can help you address in a way that supports your clients and team members.

We are here to help you:

  • Continue to serve your clients with excellence
  • Seamlessly transition your clients and employees
  • Grow your practice for greater impact

What Makes a Successful Partnership?

In order to ensure a successful partnership, we look for alignment in the following key areas.

Culture: Participate in our covenantal culture where advisors desire to help clients make wise financial decisions based on biblical wisdom, emphasizing posterity and generosity.

Financial Planning Focus: Believe in foundation of financial planning and able to integrate it into counsel.

Investment Objectives: Offering goals-based investing and tying investment strategies to a client’s long-term planning objectives.

Continued Engagement: Desire to stay engaged post transition.

Growth Focused: Track record of growth and growth-minded leadership and mindset.

Fee Based: If not already fee-only, commit to move to that model, reinforcing objectivity in client advisement.

Advisory Team Support

Our experienced team offers the following centralized support and operational efficiencies.

Support for Growth

  • Digital Marketing & Lead Generation
  • Branding, Communications, & Events
  • Complementary & Specialized Services
  • Network of Strategic Partnerships

Employee Retention & Development

  • Professional Development
  • Coaching & Mentoring
  • Peer-to-Peer Collaboration

Operational Efficiencies

  • Technology Systems & Support
  • Financial Operations & Billing
  • Compliance, Legal, & Regulatory
  • Human Resources

Expanded Client Offerings

  • Bespoke Investment Solutions
  • Comprehensive Financial Planning
  • Philanthropic, Trust, & Estate Planning
  • Specialized Services for Institutions & Businesses

Transition Process

The prospect of joining a new firm can be overwhelming. We have extensive experience, a dedicated transition team, and local managing directors to guide you through the process and make it as seamless as possible for you, your employees, and your clients.

Step 1: Get Acquainted

A mutual evaluation period to determine if the two organizations are a good cultural and strategic fit.

Step 2: Go Deeper

Determine critical success factors, potential challenges, and possible solutions. Assign roles and responsibilities based on these findings. Timeframe and complexity vary depending on the size of your practice.

Step 3: Welcome to Blue Trust

Implement a comprehensive plan for the transition of team members and clients to Blue Trust. Execute complete transition including client communication, consent, and repapering processes.

Step 4: Your Blue Trust Journey Begins

You continue serving clients. We begin overseeing and supporting you and your team by performing back-office functions.

Why Blue Trust?

Our firm was founded on biblical principles of financial management. Comprehensive financial planning is a cornerstone of our business, and we have extensive resources and a proven fee-only structure for our services.