For Advisors
Discover the Blue Trust Difference
A structured transition path for advisors and firms seeking continuity, fiduciary excellence, and mission alignment.
Blue Trust seeks to partner with like-minded advisors.
We invite you to explore how our unique and best-in-class approach can elevate your practice, further the legacy you are building, and help you fulfill your calling. Fill out the form below to schedule a 15-minute phone call with our team to learn more and get your questions answered.
Our Foundation
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.
47
Years of Faithful Service
$62B
Assets Under Advisement
11,000
Families & Individuals Served
What to Expect
Client Experience
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96% client retention
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89 net promoter score
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3 distinct divisions to meet client needs
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Expanded investment toolkit
Coordination
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Robust digital marketing & lead generation
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Network of strategic partnerships
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Bespoke philanthropic strategies
Culture
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Community of 140+ Blue Trust advisors on mission together
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Opportunities for equity partnership & team growth
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Team with shared values
Take Your Next Step
Advisors on Mission
