Blue Trust
Financial Advising
Why pick this one
They have served over 11,000 families and individuals for 47 years, providing services based on biblical financial principles.
Best for
- individuals seeking faith-based financial guidance
- families planning for generational wealth
- businesses needing strategic financial consulting
Look elsewhere if
- clients looking for purely secular financial advice
- those who prefer a transactional advisor relationship without long-term planning
Specialties
- financial planning
- investment management
- trust and estate services
- business consulting
- philanthropic consulting
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Wealth Strategist® (CWS®)
- Certified Kingdom Advisor® (CKA®)
- Personal Financial Specialist (PFS)
- CPA
What makes them different
- Founded on biblical principles of financial management
- Over $62 billion in assets under advisement
- Served 11,000 families and individuals
- 96% client retention rate
- Team members pursue ongoing professional development
- Years in business
- 47
- Serves
- Charlotte, Atlanta, Baltimore, Birmingham, Chicago, Columbia, Columbus, Greenville, Holland, Houston, Indianapolis, Los Angeles, Naples, Nashville, Orange County, Orlando, Phoenix, Seattle
Distilled from this business's own website.
Contact & Location
- Address
- 10706 Sikes Pl, Charlotte, NC 28277-0794
- Phone
- +17047599060
- Website
- https://www.bluetrust.com/advisor/dan-grover/
- info@bluetrust.com
Services
- wealth management
- trust services