Blue Trust | Greenville Financial Advisors

Blue Trust | Greenville Financial Advisors is a financial planner in Greenville, SC. The firm provides financial expertise and biblical wisdom to help clients steward wealth with clarity and purpose. Serving a variety of needs, the firm offers services for everyday stewards, private wealth clients, and family offices, with specialties including investment management, trust and estate services, business consulting, and philanthropic consulting.

For more than 45 years, Blue Trust has focused on helping clients align their finances with their values. As a fee-only fiduciary firm, the advisors are legally required to act in the best interest of their clients and are compensated only by them. The firm provides integrated planning across investing, tax, estate, and giving, including corporate trustee services and estate administration. Their approach emphasizes disciplined guidance and stewardship to assist with complex decisions regarding wealth transfer and multi-generational legacy.

The office is located on Halton Green Way, a short distance from Woodruff Road and a short drive from a local dog park.

Blue Trust is known for its long-standing history of providing disciplined guidance and its commitment to acting as a fiduciary for individuals and families. The firm brings decades of experience to the Greenville community, helping clients navigate complex financial decisions with purpose.

Services:

• Financial Planning
• Investment Management
• Philanthropic Consulting
• Sports & Entertainment Business Consulting
• Trust & Estate Services