Columbia Office
146 E Main St., Lexington, SC 29072
Phone
719.310.7372
Wealth Management & Trust Services
The Columbia 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 and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Bill paying
- Family Office
- Sports & Entertainment services
- Business consulting services
- Institutional services
- Retirement plan consulting
Located just off Main Street in downtown Lexington, the Columbia, SC office was established in 2025 to support Blue Trust’s expanding client base in the region. Leading the team is Senior Private Wealth Advisor and Partner Jared Simmons, who brings over a decade of experience to Blue Trust, having begun his tenure in the Atlanta office. Committed to excellence, the Columbia team is dedicated to providing individuals, families, and institutions with personalized service and tailored financial solutions to help them achieve their financial and stewardship goals.
Managing Director
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