Wealth Management & Trust Services
The Holland 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
- Family Office
- Sports & Entertainment services
- Business consulting services
- Institutional services
- Retirement plan consulting
The Holland office proudly serves local clients as well as clients residing in neighboring states. Combined, the Holland financial advisors bring more than 150 years of experience and are ready to help clients achieve clarity and confidence around their finances through utilizing a comprehensive and strategic financial plan. The office was established in 1992 by Sr. Partner, Kevin Klok, who served as managing director for 32 years. The Holland office is currently led by managing director Ryan Blackburn, who has nearly 25 years of experience at Blue Trust.