Financial Advisors
Irvine, CA
Blue Trust is a wealth management and fiduciary advisory firm serving individuals, families, business owners, and institutional clients across Orange County and beyond. Combining financial expertise with biblical principles, they offer comprehensive services including financial planning, investment management, estate and trust services, business consulting, family office services, and specialized guidance for athletes, entertainers, ministries, and nonprofits. The firm is known for their holistic approach to stewardship and legacy planning, helping clients align their financial decisions with their values and long-term goals.
Ideal for: High-net-worth families, faith-focused investors, business owners, nonprofit leaders, athletes and entertainers, clients seeking legacy and estate planning with biblical principles
Service area: Orange County, California and nationwide
Faith-Based Financial Philosophy: Blue Trust integrates biblical wisdom and Christian values into comprehensive wealth management, serving faith-focused individuals, families, ministries, and nonprofits seeking to align finances with spiritual principles.
Specialized Expertise Across Wealth Segments: The firm advises over $62 billion in assets for more than 11,000 clients, with dedicated expertise for business owners, family offices, athletes and entertainers, foundations, and nonprofit organizations—not just general investors.
Fiduciary Commitment & Holistic Planning: As fiduciary advisors, Blue Trust prioritizes client interests and provides integrated planning across financial strategy, investments, estate services, and business consulting rather than investment management alone.
Address: 20 Pacifica suite 560, Irvine, CA 92618
Phone: (949) 404-5070
Website: bluetrust.com
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