Services

Our Services Guide You To Financial Peace

Blue Trust clients benefit from a suite of integrated, comprehensive services that span life’s spectrum and seek to bring clarity, confidence, and coordination of financial decisions.

Listen to counsel and accept discipline, that you may be wise the rest of your days.

Proverbs 19:20

True Riches

We offer a full range of integrated services to support clients through every stage of life and help them discover true riches. Our greatest joy is partnering with individuals and families seeking to build healthy relationships, foster harmony with their loved ones around money, and live a life full of purpose and generosity.

Wealth Management & Trust Services

Our advisors in 18 offices around the country provide a full complement of services including:

Link to: Financial Planning

Financial Planning

Link to: Investment Management

Investment Management

Link to: Trust & Estate Services

Estate & Trust Services

Link to: Business Consulting

Business Consulting

Link to: Family Office

Family Office

Link to: Institutional Investment Management

Institutional Investments

Link to: Sports & Entertainment
Sports & Entertainer Services

Sports & Entertainer Services

Find an Advisor Near You

Find an Advisor

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
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