Individual Advisor

“Throughout my career, I’ve had the privilege of working for three different firms and with a wide range of teammates and clients. Each experience brought its own rewards, but nothing in my experience compares to the people, culture, and work I found at Blue Trust.”

– Chris Lim
Private Wealth Advisor, Blue Trust
Nashville, TN

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

Proverbs 16:3

What’s next for you?

Are you looking for:

  • More purpose in your day-to-day work?
  • Community and collaboration with like-minded teammates?
  • An expanded offering to better meet clients’ needs?

Joining a new firm can be daunting and you may have questions. Blue Trust specializes in successfully onboarding culturally aligned advisors and their clients.

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 the foundation of financial planning and be able to integrate it into counsel.

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

Continued Engagement: Desire to deepen skills and extend knowledge of our firm’s history and distinctives.

Growth Focused: Track record of growth and a growth-minded 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

Our team services department and local managing directors will guide you and your clients through a thoughtful transition and onboarding process with competence and efficiency.

Step 1: Get Acquainted

A mutual evaluation period to determine if you and Blue Trust are a good cultural and strategic fit.

Step 2: Go Deeper

Meet the local Blue Trust team in your area and determine if your career goals and personal values align with our firm. Identify critical success factors, potential challenges, and possible solutions. Timeframe and complexity vary depending on the details of your transition.

Step 3: Welcome to Blue Trust

Implement a comprehensive transition plan for 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 and growing your business. We’ll begin supporting you with back-office functionality, training, and growth opportunities.

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.