Financial Advisors
Orem, UT
Blue Barn Wealth is a fee-only fiduciary financial advisory firm in Orem led by experienced professionals including a PhD and CFP® designees. They provide comprehensive financial planning services including investment management, retirement projections, tax-savings strategies, and charitable giving planning—all designed around your specific goals rather than product sales. Their fee-only model means they're compensated solely by clients, not by financial products they recommend, ensuring their advice prioritizes your best interests.
Ideal for: Individuals seeking comprehensive financial planning, Pre-retirees and retirees planning income strategies, Business owners managing complex finances, Families with significant assets
Service area: Orem, Utah and surrounding areas
Fee-Only Fiduciary Model: Compensated exclusively by clients, never by financial products. This structure eliminates conflicts of interest and ensures recommendations are truly in your best interest.
Expert-Led Team: Managed by professionals with advanced credentials including PhD and CFP® designations, bringing deep expertise and continuous learning to client relationships.
Comprehensive Planning: Addresses the full spectrum of financial planning—from investment management and tax strategies to retirement projections and charitable giving—tailored to your unique goals.
Address: 370 W Center St, Orem, UT 84057
Phone: (801) 466-4101
Website: bluebarnwealth.com
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