Virginia Financial Advisors

Home » Virginia
5957 Windswept Blvd.
Wise, VA 24293

Wealth Management & Trust Services

The financial advisors located in the Virginia office of 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
Blue Trust established the Virginia office in 2023, led by the director of estate and philanthropic planning, Eric Ratliff. The Virginia office team specializes in developing advanced financial strategies, helping clients with estate, trust, tax, and philanthropic giving for any situation with an emphasis on complex planning engagements. The Virginia office provides personalized financial planning services to clients across the country.

Meet our Financial Advisors

  • See Bio

    Eric Ratliff

    Eric Ratliff, JD, LLM

    Wise, VA