Blue Barn Wealth

Blue Barn Wealth is a financial planner in Salt Lake City, UT. The firm provides expert financial planning services, including investment management, retirement projections, and tax-savings strategies, to help clients accomplish their personal goals. Serving clients with a commitment to being fee-only fiduciaries, the firm maintains a 5.00 rating from 45 reviews.

The firm’s approach is centered on a proprietary discovery experience designed to help clients document their greatest ambitions and uncover their risk tolerance. Beyond traditional net worth, the team utilizes a research-based Real Wealth Score to measure progress in areas such as health, relationships, and charitable giving. The professional team includes experts with designations such as PhD, CFP®, and CFA. Blue Barn Wealth offers a wide range of specialized services, including estate and legacy planning, Social Security and Medicare services, education planning, and debt management. The firm's history traces back over 30 years, originating in Laramie, WY, before relocating to Salt Lake City.

Blue Barn Wealth provides thorough, well-documented business information online, ensuring that their services and processes are clearly accessible. Their digital presence is well-optimized, making it easy for clients to find reliable details regarding their financial planning expertise.

Blue Barn Wealth helps individuals simplify their complex financial worlds to live more intentional and meaningful lives in Salt Lake City.

Services:

• Estate & Legacy Planning
• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning