Is PlanFIRST right for you?
What constitues a life well spent? Riches or enrichment? Your prosperity or the legacy of your family?
These questions inform the essence of who we are and what we do. With nationwide trust capabilities, Planfirst, an office of Ronald Blue Trust, 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.
Our advisors in 14 offices around the country provide a full complement of fee-only wealth management and trust services. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting services. We build strong relationships with our clients with the goal of helping them realize a life well spent.
9 Halton Green Way
Greenville, SC 29607
Start with a Conversation
Once we determine if you may be a fit, we'll discuss how PlanFIRST can serve you in a no-obligation conversation. We'll answer your questions and explain our approach. That's why we prefer to start our client conversations over the phone.
Call us at (864) 233-7405 or
Toll free at (800) 588-7526.