PlanFirst, a registered investment adviser in Greenville, is becoming part of Ronald Blue Trust, which provides wealth management strategies and trust services “based on biblical principles to help clients make wise financial decisions, live generously and leave a lasting legacy,” according to a news release.
Ronald Blue Trust is a division of Thrivent Trust Co., a membership-owned nonprofit financial services organization that helps Christians with money management. With the addition, Ronald Blue Trust will add a regional office in Greenville for a total of 14 offices nationwide and serve around 8,500 clients. It has more than $8 billion in assets under management. Ronald Blue Trust is headquartered in Atlanta.
Under the new structure, PlanFirst clients will have access to Ronald Blue Trust’s broader range of fiduciary services, including trust services, to help meet their evolving financial needs, the release said.
“In Ronald Blue Trust we found a partner that believes in holistic financial planning and shares our commitment to enriching people’s lives for generations,” Mike Miller, president and CEO of PlanFirst, said in the release. “Our goal has always been to help clients experience a healthy relationship with money and be good stewards of their resources. As part of Ronald Blue Trust, we believe we’ll be able to fulfill that mission to an even greater degree.”
Miller will oversee day-to-day operations as the managing director of Ronald Blue Trust’s new regional office in Greenville.