Financial Expertise. Biblical Wisdom.
A national wealth advisory firm serving families seeking principled financial leadership shaped by enduring truth.
Blue Trust was built on the belief that financial expertise and biblical wisdom belong in the same conversation.
Where Expertise and Conviction Align
Blue Trust was built on the belief that financial expertise and biblical wisdom belong in the same conversation.
Too often, technical excellence and spiritual conviction are treated as separate domains. We believe they should inform one another in a way that is thoughtful and disciplined.
Clients entrust us with choices that carry significance and require sound professional judgment, fiduciary responsibility, and careful consideration of their values. Our work begins with financial expertise, and biblical wisdom informs how that expertise is applied within the context of each client’s life.
Stewardship with Eternal Perspective
Blue Trust exists to help Christians become financially free to assist in fulfilling the Great Commission. This mission reflects what we mean by True Riches®, a perspective that holds financial resources and eternal purpose together.
Our responsibility is to bring wisdom to financial decisions so clients can pursue what matters most with confidence.
Conviction
That Endures
In 1979, Blue Trust was founded by Ron Blue, a pioneer in biblically informed financial guidance. At a time when faith and finance were rarely integrated within advisory settings, he introduced an approach that united both with intellectual rigor.
Today the firm advises on over $62 billion in assets for more than 11,000 individuals and families.**
As the firm has expanded, its core commitments have remained steady. Financial advice must be technically sound, fiduciary responsibility must remain central, and stewardship continues to inform how decisions are evaluated and implemented.
Fiduciary Structure and Alignment
As a fee-only fiduciary firm, our advisors are compensated only by clients and hold a fiduciary duty to act in their best interest.
We do not receive compensation from product sales, which reduces potential conflicts of interest. Our transparent fee structure helps clients clearly understand how their advisor is paid and how our incentives align with their financial goals.
Clients value advisors who bring not only expertise but objectivity. Their guidance remains focused on what serves the client best.
Directed Toward Lasting Impact
We believe generosity is most effective when approached intentionally.
Blue Trust has set a long-term aspiration to help clients give $1 billion per year to causes that reflect their convictions and calling. This goal reflects the scale of impact that can occur when financial planning and charitable intent are considered together.
When generosity is supported by thoughtful planning, it becomes a sustained expression of values rather than an occasional decision. Our advisors help clients integrate generosity into a broader financial strategy.
Experienced
and Accountable
Blue Trust leadership shares a long-term commitment to serving clients faithfully. Our leaders bring decades of experience in wealth management while remaining anchored to a mission that extends beyond financial outcomes.
That purpose shapes how we develop advisors, steward the firm, and serve families across generations.
Competence
with Humility
Blue Trust advisors combine deep financial expertise with a commitment to serve clients well. Their work reflects both technical discipline and a genuine responsibility to guide families through important financial decisions.
Just as important is the culture that shapes how we serve. Our advisors seek to put clients first, pursue excellence in their work, and build relationships marked by trust and care over time.
