Blue Trust

For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life, helping them steward what has been entrusted to them with clarity, confidence, and purpose. As a national wealth management company with over $70 billion in assets under advisement, Blue Trust serves more than 11,500 clients across the country.* Our services include:

• Financial, retirement, and estate planning

• Investment management

• Cash flow and budget planning

• Charitable giving strategies

• Personal trust and estate settlement

• Business consulting services

• Family Office

• Professional Athlete services

• Institutional services

• Retirement plan consulting

* As of 6/30/2026 and subject to change.

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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.

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