Greenville, SC
Serving
Greenville, SC
Since
2019
The Greenville 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 Greenville office of Blue Trust was established in 2019. Prior to that, this location was the home of PlanFIRST, an asset management and financial planning firm founded in 1984. Former senior private wealth advisor, Mike Miller was co-founder of PlanFIRST and led the Greenville Office as managing director before transitioning the role to Joel Robinson in 2022. As part of Blue Trust, the experienced Greenville financial advisors are proud to offer an enhanced range of services to meet the complex and evolving needs of their clients, and they continue to offer unbiased, fee-only advice that puts their clients’ interests first.
Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: Closed
Managing Director, Partner
Joel Robinson
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.
