Baltimore, MD
Serving
Baltimore, MD
Since
1994
The Baltimore, MD financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum.
The Baltimore, MD office financial advisors serve families, individuals, and business owners across the mid-Atlantic and Northeast regions. The team has a desire to help clients achieve their financial goals while living generously and experiencing peace of mind about their finances. The Baltimore, MD office also has conducted numerous seminars on money management from a biblical perspective for local churches, business owners and entrepreneurs, as well as national and international ministries. The office opened in 1994 and is led by Aaron Groen, who joined Blue Trust in 2011, and previously served as a communications director in the U.S. House of Representatives for five years. Director of Ministry Services, Jim Wise, opened and managed the office before transitioning the role to Greg Tutino who served as managing director from 2009 to 2024.
Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: Closed
Managing Director, Partner
Aaron Groen
Wealth Management & Trust Services
Our team provides a full range of financial services tailored to your unique needs and goals.
Financial Planning
When financial decisions begin to intersect, coordinated planning helps you bring structure to cash flow, retirement projections, taxes, estate considerations, and generosity.
Investment Management
If you want your investments to serve defined goals, disciplined portfolio management aligns your assets with your financial plan, time horizon, and convictions.
Trust & Estate Services
When it comes time to establish or administer trusts and estates, experienced fiduciary oversight helps ensure your intentions are carried out efficiently and in the best interests of your family.
Philanthropic Consulting
When significant charitable capital is being deployed, independent research and due diligence help you evaluate organizations, leadership, and program effectiveness.
Business Consulting
Business owners facing succession or transaction decisions benefit from experienced advisory support to evaluate options and guide the thoughtful transition of their companies.
