Blue Trust | Chicago Financial Advisors

Blue Trust is a Financial Planner in Deerfield, IL. The firm provides financial expertise and biblical wisdom to help clients steward wealth with clarity and purpose. Serving everyday stewards, private wealth clients, and family offices, the firm offers specialized services including investment management, trust and estate services, philanthropic consulting, and business consulting. Blue Trust holds a 4.90 rating.

For more than 45 years, the firm has focused on helping individuals and families align their finances with their values. As a fee-only fiduciary firm, Blue Trust is legally required to act in the best interest of its clients and is compensated only by them. Their approach includes providing coordinated advice across investing, tax, estate, and giving. The firm's capabilities extend to trust and estate services, where they collaborate with legal and tax counsel to guide trust creation, oversee administration, and support estate settlement.

The office is located on Lake Cook Rd, a short distance from the Illinois Secretary of State Deerfield Facility and near the Lake Cook Road Metra Station.

The business maintains thorough, well-documented information available online through a well-optimized website.

Blue Trust combines financial expertise with biblical wisdom to provide disciplined guidance for the families of Deerfield.