Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. 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 6/30/23 and subject to change.

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Trust and investment management accounts and services offered by Ronald 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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Investment Management

Blue Trust

Blue Trust's headquarters in Alpharetta, GA, United States

This department provides guidance and support to clients, ensuring their needs are met and fostering strong relationships.

Client Advisory

This department is responsible for providing strategic financial advice and planning services to clients.

Financial Planning

This department provides personalized wealth management and advisory services to clients, focusing on financial planning and investment strategies.

Wealth Advisory Services

This department focuses on providing assistance and support to clients, ensuring their needs are met effectively.

Client Services

The Operations and Technology team at Blue Trust is responsible for optimizing the company's financial services through effective management of technology systems and processes. This team ensures seamless integration of innovative tools to enhance client experience, supports financial and investment operations, and maintains compliance with regulatory standards. By leveraging data analytics and technology solutions, they drive operational efficiency and support the execution of strategic financial planning services for clients.

Operations and Technology

The Financial Planning and Investment Advisory team at Blue Trust is dedicated to guiding clients through their financial journeys by providing tailored investment management, comprehensive financial and estate planning, and specialized services for unique client needs, including professional athletes and families. They leverage both biblical principles and technical expertise to create personalized strategies that ensure clarity, confidence, and a lasting legacy for clients across the wealth spectrum.

Financial Planning and Investment Advisory

This department manages and supports the processes involved in investment transactions and operations.

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Financial Planning

Wealth Advisory Services

Client Services

Operations and Technology

Financial Planning and Investment Advisory

Investment Operations