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
Gordon Wells —
Great advisors. Conservative but very attentive to details. I feel very comfortable having them help me.
We entered the financial services industry to truly help the people we serve. We do our best work when we are coming from a place of care and are passionate about going beyond just ourselves. Because of this personal relationship, we strive to help you answer your most pressing financial questions in an understandable, unbiased manner.
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