Blue Barn Wealth

Blue Barn Wealth is a financial planner in Orem, UT, dedicated to helping individuals and families create customized financial plans that align with their life goals. Serving clients across Utah, the firm specializes in financial planning, investment management, tax-savings strategies, retirement projections, estate and legacy planning, charitable giving, and risk and insurance solutions. With a strong emphasis on client-centered service, Blue Barn Wealth is known for its fee-only fiduciary model, ensuring advisors are compensated solely by clients, not by financial products. The firm holds a 5.00 rating based on 45 reviews, reflecting consistent client satisfaction and trust.

Rooted in a research-based approach and a commitment to purpose-driven planning, Blue Barn Wealth was founded in 2016 by Jeff Brimhall, CFP®, CFA, building on a legacy that began in 1994. The firm’s proprietary discovery experience guides clients through a comprehensive exploration of their aspirations, risk tolerance, and financial realities, helping them document goals and build tailored plans. Central to their philosophy is the Real Wealth Score, a unique, research-backed assessment that measures not just net worth, but also relationships, health, purpose, generosity, and legacy. This holistic view of wealth enables clients to track progress across life’s most meaningful dimensions. The team includes professionals with advanced designations such as PhD and CFP®, ensuring expert guidance grounded in education and ethics.

Located at 370 W Center St in Orem, the firm sits just a short walk from the Orem Post Office and Garden Park, nestled between West Center Street and 400 West, with Stonehenge, a public artwork, nearby. The address lies within a well-connected corridor of main roads, placing it in close proximity to civic and cultural hubs.

Blue Barn Wealth stands out for its deep expertise, transparent fiduciary model, and commitment to long-term client success. The firm’s well-documented presence online and clean, search-engine-optimized website reflect a high level of professionalism and accessibility. Clients consistently praise the firm’s clarity, personal attention, and ability to simplify complex financial decisions.

In Orem, Blue Barn Wealth is recognized as a trusted guide for those seeking more than just financial growth, clients find in the firm a partner in building a life of intention, meaning, and lasting security.