Blue Trust | Charlotte Financial Advisors at a glance
Clients report long-term relationships with the firm, citing personalized attention, thorough financial planning, and integration of biblical values into investment strategies. Services include estate planning, tax advice, retirement preparation, and asset management, with reviewers noting advisors are knowledgeable, responsive, and attentive to family goals. One criticism mentions that phone calls sometimes take several days to receive answers, though most feedback highlights prompt communication and diligent service.
Google rating: 5.0 out of 5 from 22 reviews (95% five-star).
Reviews on this page: 22 Google reviews (22 with written comments).
Owner responses: the business replied to 0% of reviews.
Most recent review: May 21, 2026.
Service: Wealth Management Firm serving Charlotte, North Carolina.
Data from Google, last updated November 9, 2026.
Star ratings
22 Google reviews we collected
5.0of 5
5 stars2195%
4 stars15%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 22 written reviews
100%praise
Praise23100%
Complaints00%
Topic share
How often each topic comes up in the written reviews
5topics
Honesty & trust1043%
Quality & results417%
Staff & attitude417%
Would recommend313%
Speed & response29%
What customers talk about
We read 22 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Josiah approaches financial planning with care, clarity, and integrity, and I have complete confidence in his guidance.”
“As we continue to work with RB through the retirement planning process I have found the experience to be very thorough and well designed.”
“My financial advisor, Josiah Phillips is both professional and exceptionally detail‑oriented.”
“They have provided sound financial strategies consistently and I highly recommend them.”
“He is an expert in financial matters who is quick to respond to questions, is always well prepared for our meetings, and provides sound and timely fin…”
People customers mention
Grover5 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
My financial advisor, Josiah Phillips is both professional and exceptionally detail‑oriented. He has a true gift for teaching, helping me clearly understand the financial decisions I’m making, their long‑term impact, and how they align with my life goals and values. Josiah approaches financial planning with care, clarity, and integrity, and I have complete confidence in his guidance.
Bluetrust is first class. They have taken care of our finances for year and Sherry Teat is a wonderful advisor. From estate planning, investing, and children’s college expense planning they are able to answer any questions and come up with a financial plan that is right for you and your family. Highest recommendation!
My family of six has been truly blessed to work with Blue Trust for many years. I say "family" because Blue Trust (Roger Gum in particular) has taken the time to get to know EACH of my four children, has talked with them about financial matters, and, most importantly, prays for them! Blue Trust helped my wife and me navigate through some tough financial times, always listening to our concerns and providing wise counsel. I am now anticipating full retirement in the next couple of years with great excitement--because of the financial planning I received from Blue Trust. I am fully aware that there are lots of "smart" financial advisors out there--but Roger Gum and Jonah Giller with Blue Trust are not just smart (which they are), they are friends of deep faith who love and care about my family. I encourage anyone considering work with a financial advisor to give Roger a call and just talk--you'll see what I'm talking about.
H
Henry SharpLocal Guide · 16 reviewsiTotal number of Google reviews Henry has written across all businesses on Google Maps, not just this one.
We have been working with Sherry for over 20 years and have had great advice and management of our investments and financial planning. They have provided sound financial strategies consistently and I highly recommend them.
R
Robin ElbertsonLocal Guide · 15 reviewsiTotal number of Google reviews Robin has written across all businesses on Google Maps, not just this one.
My husband and I are very grateful to be working with Josiah as our Financial Advisor at Blue Trust. He is smart, wise, knowledgeable, patient, kind and approachable. We highly recommend Josiah to anyone needing help navigating the complexities of planning, retirement, and investing.
R
Rhonda Prevette4 reviewsiTotal number of Google reviews Rhonda has written across all businesses on Google Maps, not just this one.
I have been working with Blue Trust for 25 years and as I move into my retirement years feel more empowered and confident of my financial well-being - thanks to their wisdom, and personal involvement with my life and priorities. Blue Trust is vital to me living my best life!
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Wayne Smith7 reviewsiTotal number of Google reviews Wayne has written across all businesses on Google Maps, not just this one.
Roger and his team are amazing. I now have the confidence to move forward with my retirement plans and be the best steward of God's gifts I can possible be.
E
Elizabeth Richter7 reviewsiTotal number of Google reviews Elizabeth has written across all businesses on Google Maps, not just this one.
We have been clients for almost 15 years. Could not possibly be happier with the "above and beyond" service we get from the Charlotte office. If you're looking for advice, accountability, and asset management from a firm with a strong biblical worldview, this is the firm for you.
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Laura Colwell4 reviewsiTotal number of Google reviews Laura has written across all businesses on Google Maps, not just this one.
We have been clients of Ronald Blue Trust for several years and cannot say enough good things about our Financial Advisor, Michael Cranford. He is an expert in financial matters who is quick to respond to questions, is always well prepared for our meetings, and provides sound and timely financial advice. More importantly, though, he is deeply interested in our family and our well being beyond financial services, and it is simply a joy to meet with him. We look forward to many years of working with Michael to make the best decisions about our future!
B
Brad Munday11 reviewsiTotal number of Google reviews Brad has written across all businesses on Google Maps, not just this one.
Dan Grover at Ronald Blue Trust/ Financial Advisors has been a real blessing to my wife and I. Dan is not only a financial advisor, he is a friend and a Christian leader. His team is excellent and very concerned about doing a good job for us. I have referred friends to them and they have taken good care of them also. I could not give them a higher rating.
