Blue Trust

Blue Trust is a financial advisory firm that pairs financial planning and investment management with biblical wisdom. Its services include wealth management, trust and estate services, business consulting, and philanthropic consulting. The firm groups its clients into three areas: everyday stewardship for people seeking clarity on a focused set of priorities, private wealth for those who need coordinated planning across investing, tax, estate, and giving, and family office services for families with significant responsibilities across generations.

Blue Trust is a fee-only fiduciary firm, so clients are its only source of compensation and the firm is legally required to act in their best interest. Advisors begin with conversations about what a client wants to accomplish before recommending a direction. The corporate office is in Alpharetta, and advisors work from offices in cities across the country, including Atlanta.