Allison Ludwig is a financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Chicago, Illinois.

As an experienced financial planner, Allison analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.

In 2020, Allison began her career with Blue Trust as an intern. She graduated magna cum laude from Liberty University with a BS in finance and financial planning. Allison is a CERTIFIED FINANCIAL PLANNER® (CFP®).

Engaged in her local community, Allison is actively involved in the young adult ministry and a small group at her church. She is also a founding board member of the Community Purse Northern Cook County chapter, a community giving circle. Allison and her husband, Jon, reside in Highland Park, Illinois.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

AI Is Everywhere—But Is It in Your Portfolio?

Helping Kids Grow in Financial Wisdom This School Year

Beyond the 9-to-5: Finding a Higher Purpose in Your Work

AI Is Everywhere—But Is It in Your Portfolio?

Helping Kids Grow in Financial Wisdom This School Year

Beyond the 9-to-5: Finding a Higher Purpose in Your Work

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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. CFP Board 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 6/30/25 and subject to change.
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