Plan First Inc

Blue Trust, Inc. is a trusted financial advisory firm located in Greenville, SC. With a team of experienced and knowledgeable advisors, they provide a range of services including wealth management, investment management, estate planning, and business consulting. Their client-centric approach and commitment to putting their clients' interests first have earned them a reputation for providing unbiased and fee-only advice. Whether individuals, families, or businesses, Blue Trust helps their clients make wise financial decisions to achieve clarity, confidence, and leave a lasting legacy.

Formerly known as PlanFIRST, Blue Trust's Greenville office has a rich history dating back to 1984. Led by Sr. Partner Mike Miller and a team of dedicated professionals, they offer an enhanced range of services to meet the complex and evolving needs of their clients. With a focus on applying biblical wisdom and technical expertise, Blue Trust strives to help their clients navigate the financial landscape and achieve their financial goals.

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