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.
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. We use our experience, education, technology and processes to create elegantly simple solutions from your complex financial world.
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. We use our experience, education, technology and processes to create elegantly simple solutions from your complex financial world.
Services
At Blue Barn Wealth, we manage your financial complexity so that you can live a more simple, intentional and meaningful life. For over 24 years, our firm has helped clients align their actions with their core desires. Blue Barn Wealth is built on research-based solutions and the principle of putting our clients' needs first.
Real wealth is achieved by living a life rich with relationships, health, generosity and more. See where you stand. Custom, in-depth financial plans that put all the pieces together and help simplify your life. Straightforward tax strategies designed to save taxes and maximize your after-tax returns and income.
We offer a thorough discovery experience designed to uncover the basics of your current financial situation, risk tolerance and more-along with your greatest desires and aspirations. Ideally this experience not only enlightens us, but you as well. You can exponentially increase the probability of success by documenting your goals, creating a specific plan and allowing us to celebrate with you as you accomplish those goals.
Experience a more complete perspective on wealth using our proprietary Real Wealth Score to measure your progress over time. Real wealth also includes quality relationships, education, sense of purpose, charitable giving, legacy and so much more. Work with us to craft your custom financial plan that's designed to increase your wealth over time.
Living intentionally is much simpler with a custom financial plan that provides clear guidance about timing and the priority of your goals. Our technology makes it simple and enjoyable for you to access your finances and your financial plan. Your plan will consider the influence of your goals, taxes, investments, insurance, legacy, and more.
Reviews (1)
Gordon Wells
Jun 05, 2019
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