Privacy Policy

Blue Barn Wealth is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us. We respect the privacy of all clients and prospective clients (collectively termed “customers,” per federal guidelines), both past and present.  We recognize that clients have entrusted our firm with non-public personal information, and it is important that both access persons and customers are aware of our firm policy concerning what may be done with that information.

The firm collects personal information about customers from the following sources:

  • Information provided to us to complete their financial plan or investment recommendations;
  • Information provided via engagement agreements and other documents completed in connection with the opening and maintenance of an account;
  • Information customers provide verbally; and
  • Information received from service providers, such as custodians, about client transactions.

The firm does not disclose non-public personal information about our customers to anyone, except in the following circumstances:

  • When required to provide services our customers have requested (e.g., custodians, software providers);
  • When our customers have specifically authorized us to do so (e.g., accountants, attorneys);
  • When required as part of a firm assessment (e.g., independent audit); or
  • When permitted or required by law (e.g., periodic regulatory examination).

When you visit our website, we may collect certain information automatically through cookies, pixels, and similar tracking technologies. These technologies may include the Meta Pixel and Meta Conversions API (CAPI), which help us understand website usage, measure the effectiveness of our marketing efforts, and deliver more relevant content and advertisements.

The information collected may include data such as your IP address, browser type, device information, pages visited, actions taken on our website, and other online activity information. This information may be shared with service providers, including Meta Platforms, Inc., for analytics, advertising measurement, and remarketing purposes.

We do not use these technologies to collect sensitive financial account information. Information collected through these technologies is used solely for business purposes such as improving our website, understanding visitor engagement, and evaluating marketing performance.

You may be able to control or limit the use of cookies and similar technologies through your browser settings. Please note that disabling certain tracking technologies may affect the functionality of portions of our website.

To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of customer information. We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Within the firm, access to customer information is restricted to personnel that need to know that information. All access persons and service providers understand that everything handled in firm offices is confidential and they are instructed not to discuss customer information with someone else that may request information about an account unless they are specifically authorized in writing by the customer to do so. This includes providing information about a family member’s account.

The firm will provide customers with its privacy policy on an annual basis and at any time, in advance, if firm privacy policies are expected to change.