Blue Trust
Blue Trust uses biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence. We provide a full complement of services including:
- Financial, retirement, and estate planning
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Family office services
- Professional athlete services
- Business consulting services
- Institutional services
- Retirement plan consulting
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.