News, Announcements, and Media Resources

Russ Crosson Celebrates 40 years at Blue Trust

Blue Trust recently celebrated Russ Crosson’s 40-year anniversary with the company. Russ has held many pivotal roles with Blue Trust, while ensuring that the company delivers continued excellence as it helps clients make financial decisions in keeping with their faith and values.

Crosspoint Wealth Advisors has joined Blue Trust

Blue Trust announced that Crosspoint Wealth Advisors (Crosspoint), an independent wealth advisory firm located in Indianapolis, IN has joined the organization.

2019

PlanFIRST to join Blue Trust

Blue Trust announced today that PlanFIRST, a registered investment adviser located in Greenville, S.C., is joining the organization. The move will expand both companies’ reach as they aim to serve more clients and help them make wise financial decisions.

Jun

Blue Trust Offers Financial Guidance to Faith Leaders through Partnership with ChurchSalary Tool

Blue Trust has partnered with Church Law & Tax, a publication of Christianity Today, to provide content for ChurchSalary. Released this month, the tool features compensation best practices and guidance on personal financial topics, including budgeting, debt management and retirement planning.

Blue Trust Appoints New Leaders to Help Support Continued Growth

Blue Trust has named three of its managing directors to newly created regional managing director roles, to support its continued growth in helping clients make financial decisions in keeping with their faith and values.

Blue Trust Names New Managing Directors to Help Ensure Continued Excellence

Blue Trust has promoted three of its leading advisors to managing director roles, to ensure continued excellence as it helps clients make financial decisions in keeping with their faith and values.

Dec

2024

Blue Trust Names Keith Kreb Managing Director to Help Ensure Continued Excellence

Blue Trust has promoted Keith Kreb, one of its leading advisors, to managing director of Blue Trust’s Chicago office, to ensure continued excellence as it helps clients make financial decisions in keeping with their faith and values.

Nov

Russ Crosson Celebrates 40 years at Blue Trust

Blue Trust Appoints New Leaders to Help Support Continued Growth

Blue Trust Names New Managing Directors to Help Ensure Continued Excellence

Blue Trust has promoted three of its leading advisors to managing director roles, to ensure continued excellence as it helps clients make financial decisions in keeping with their faith and values.

Feb

2026

New Book Invites Women to Break Free from Financial Unease and Embrace Their True Worth

Blue Trust Financial Advisor Bethany Frymire debuts book, Women of Worth: A Faith-Based Guide to Financial Wisdom. Frymire sits down with readers like a friend bringing a cup of coffee, dismantling the shame often associated with feeling ill-equipped to make wise financial decisions.

Dec

Blue Trust Family Office Opens Satellite Office in Orange County

Blue Trust announced that two employees from Ronald Blue & Co. CPAs are transitioning to its family office division. As a senior family office advisor, Jim Summers is opening a satellite location in Orange County, CA.

Oct

Blue Trust Opens Office in Virginia

Blue Trust is proud to announce the grand opening of our newest office location in Virginia.

May

Blue Trust partners with TIFIN Wealth to launch BlueGive Donor-Advised Fund Platform

TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Blue Trust. The two firms are launching BlueGive, a digital donor-advised fund (DAF) platform, to help facilitate the charitable giving of the firm’s clients.

Dec

Ronald Blue Trust Becomes Blue Trust

Ronald Blue Trust announced that it was changing its name to Blue Trust. The new name continues to honor its founder, Ron Blue, and the legacy he built while also indicating its dedication to innovation, growth, and impact.

Apr

2021

14 Blue Trust Offices Move to Tennessee Charter

In March it was announced that 14 Blue Trust offices moved from its regulator, the Office of the Comptroller of Currency (OCC), to a new regulator, the state of Tennessee. Blue Trust offices will operate out of two distinct entities: one regulated and chartered by the state of Tennessee and the other regulated and chartered by the OCC.

Crosspoint Wealth Advisors has joined Blue Trust

Blue Trust announced that Crosspoint Wealth Advisors (Crosspoint), an independent wealth advisory firm located in Indianapolis, IN has joined the organization.

2019

PlanFIRST to join Blue Trust

Jun