Live within your meaning.™
Enrich your life.
Wealth is more than money.
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.
FinancialPlans
Discovery experience
Investment management
Tax-savings strategies
Retirement projections
Charitable giving
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.
A team of
financial experts
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.
“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.”
“Because we’re only compensated by our clients and not by any of the financial products we recommend, we seek the best possible investments at the lowest possible prices to fit your situation.”
“Understanding how we [people] make financial decisions enables us to achieve better outcomes, which is why we study the latest research to help you make the most of your money.”
“We believe that your wealth plan will thrive with purposeful decision making. Our process reduces financial complexity into elegant solutions no matter your account size or phase of life.”
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.
Contact an advisor
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.