Live within your meaning.™

   Enrich your life.

Wealth is more than money.

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Your best interest is
our only interest

We are fee-only fiduciaries who put our clients’ needs, hopes and dreams first. In fact, it’s a key tenet of our company culture and our code of ethics.

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Real planning for a reasonable price

We view money and an in-depth financial plan as tools to accomplish goals. Not sure what your goals are? We can help with that too.

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A team of
financial experts

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Led by PhDs and CERTIFIED FINANCIAL PLANNER® professionals, the knowledgeable and experienced team at Blue Barn Wealth® crafts custom solutions to help you make purposeful decisions.

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“The ever-changing tax code can significantly impact your investments and financial plan. We are proactive in identifying tax-planning and distribution strategies that aim to minimize your taxes.”

Hyrum Smith
PhD, CFP®, CPA
Managing Partner

Let us simplify your finances

We use our experience, education, technology and processes to create elegantly simple solutions from your complex financial world.

Ready to get started?

Whatever stage you’re in, Blue Barn Wealth will broaden your vision of wealth and help you live a more meaningful life.

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Continual learning is a primary principle of our company culture. Want to learn more before you decide? Reach out—we’d love to answer your questions.

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