Josiah Phillips - Blue Trust

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Josiah Phillips - Blue Trust With a nationwide network of 16 offices we offer comprehensive financial services and objective advice to clients across the wealth spectrum.

At Blue Trust, we apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Our services include:
• Financial, retirement, and estate planning
• Investment management
• Cash flow and budget planning
• Charitable giving strategies
• Personal trust and estate settlement
• Bill paying
• Business consulting services
• Family Office
• Professional Athlete services
• Institutional services
• Retirement plan consulting

October is a useful time to look at charitable giving alongside the rest of your financial picture.Maybe your income has...
10/16/2026

October is a useful time to look at charitable giving alongside the rest of your financial picture.

Maybe your income has changed this year. An investment has appreciated significantly. You’ve made commitments to organizations you care about. Or you already know there are gifts you want to make before year-end.

Those details can affect how you approach your giving. Looking at them together can help you decide what you want to give and which resources may make sense to use.

10/14/2026

When people hear “year-end financial planning,” taxes are usually the first thing that comes to mind.

They’re certainly part of the conversation. But this is also a time when retirement accounts, charitable giving, investments, estate matters, insurance benefits, education funding, and family changes may be worth reviewing.

Not everything on that list will apply to you. A few items probably will.

Taking some time now to identify what deserves attention can make those year-end decisions a lot easier to work through before the calendar gets away from you.

It’s easy to think of a beneficiary review as a quick administrative task. Check the names, confirm the percentages, don...
10/07/2026

It’s easy to think of a beneficiary review as a quick administrative task. Check the names, confirm the percentages, done.

But there are a few other questions worth asking. Do those choices still reflect your wishes? Are they consistent with your will or trust? Is a trust or minor child named? Are there charitable intentions that should be considered?

Beneficiary forms aren’t something most of us think about very often. But the choices on those forms can carry a lot of weight, and life can change quite a bit between the time they’re completed and the next time someone looks at them.

If you’re not sure how your beneficiary designations fit within your broader financial picture, it may be worth reviewing them with an advisor.

Families understandably spend a lot of time thinking about what they may someday leave to their children or grandchildre...
10/01/2026

Families understandably spend a lot of time thinking about what they may someday leave to their children or grandchildren.

I’d add another question to that conversation: What are we doing to prepare them for it?

Handling significant resources well takes time to learn. Children are also watching how their parents spend, give, and make decisions about money.

Preparing the next generation doesn’t have to happen through one big conversation. It can happen over years, through the way a family lives, the decisions children are invited into, and how openly they talk about money and responsibility along the way.

September is a good point in the year to ask a simple question: What has changed?Maybe income looks different than you e...
09/03/2026

September is a good point in the year to ask a simple question: What has changed?

Maybe income looks different than you expected. You sold an asset or had a significant financial event. Your giving changed. Something shifted in your business or family.

Those changes can have ripple effects. Income may affect tax considerations. Investment activity may influence charitable giving. Changes in the family may bring up estate questions.

Sometimes just taking stock of what has changed can help bring the rest of the year into clearer focus.

Many families are carrying two responsibilities at once: helping children launch while helping parents age.The pressure ...
08/28/2026

Many families are carrying two responsibilities at once: helping children launch while helping parents age.

The pressure isn't only financial. It's emotional and logistical, a hundred small decisions pulling in different directions at the same time.

A coordinated plan can bring those moving pieces together. Not to add another task to your list, but to hold it all, so you don't have to carry it alone.

Most people think of values-aligned investing as choosing what to exclude from their portfolio. Fewer realize that owner...
08/07/2026

Most people think of values-aligned investing as choosing what to exclude from their portfolio. Fewer realize that ownership comes with a voice.

As shareholders, investors can participate in proxy voting and engage directly with company leadership on issues that matter to them. That might mean advocating for stronger safeguards for children in digital spaces, pushing for more transparent corporate governance, or encouraging companies to stay focused on their core business rather than drifting into polarizing positions.

This isn't theoretical. Through Blue Trust's corporate engagement partners, shareholders have influenced meaningful policy changes at major companies across industries. Not by divesting and walking away, but by staying at the table and using the influence that comes with ownership.

It's often the dimension of values-aligned investing that surprises people most. And for many of our clients, it's the one that resonates deepest.

07/03/2026

One of the biggest misconceptions about financial planning.

There's a particular kind of exhaustion that comes from constantly trying to maintain an image of success.Bigger. Faster...
06/18/2026

There's a particular kind of exhaustion that comes from constantly trying to maintain an image of success.

Bigger. Faster. Newer. More impressive.

A lot of people I talk to are quietly craving something else now. Margin. Purposeful work. Strong relationships. Financial clarity. The capacity to be generous without flinching.

Jesus said it plainly in Matthew 6:19–20: don't store up treasures where moths and rust destroy. Store them up somewhere that lasts.

Success looks different when peace is part of the definition.

06/16/2026

Three things that quietly steal your financial peace:

1. Comparison: It robs joy and tempts us to spend beyond our means.
2. Lack of a financial plan: Clarity, not chance, brings financial peace.
3. Short-term mindset: Trading lasting peace for temporary comfort isn't worth it.

Steward well and live intentionally. Financial peace requires effort and intention. Follow for more insights.

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Charlotte, NC
28277

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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