Blue Barn Wealth LLC
Blue Barn Wealth is a fee-only financial planning and investment management firm since 1995 which is headed by partners with PhDs who are all CFP(R)s as well as one who is a CPA and another CFA. We offer comprehensive financial planning and portfolio management services. We call the combination of our financial planning and portfolio management services, “Wealth Management”. Based on one's individual needs and level of assets, a subset of the each of these services may be provided. We offer three service levels (Essential, Full-Service, and Premium) based on your needs and level of assets, as outlined on our website. The financial planning services provide clients with advice on key topics such as cash flow and debt management, funding a college education, retirement planning, and risk management, estate or tax planning, among others. Ongoing and continuous supervision of our clients’ portfolios are provided through our portfolio management services offering as well as engaging the services of institutional investment managers. More details about our firm can be found at https://bluebarnwealth.com
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