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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Blue Barn Wealth

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Orem, UT
Blue Barn Wealth

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Come experience a different way to manage and think about wealth.

10/02/2026

Meet the Team - Jeff Brimhall!

Jeff is the Managing Partner here at Blue Barn Wealth! Jeff leads our firm with a focus on helping clients simplify their financial lives, and works closely with our team of Advisors to make sure every client gets the care and attention they deserve.
Jeff holds a PhD in Economics from Southern Methodist University and a Bachelor's degree in Civil and Environmental Engineering from BYU. He's a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation. Before Blue Barn Wealth, Jeff taught in the Personal Financial Planning Program at Utah Valley University and served as Chairman of the Utah Chapter of the Financial Planning Association.
When he's not at work, you'll likely find him spending time with his family. He recently had his first granddaughter which is a fun new adventure.

Jeff sincerely enjoys getting to know clients on a personal level, helping them expand their vision of what is possible and creating a path for them to bring their vision to life.

05/12/2024

On behalf of our entire team, we want to wish all mother figures out there a very Happy Mother's Day!

No matter how you celebrate, we hope you have a relaxing and meaningful day surrounded by loved ones.

Remember, if you have any questions or need assistance, don't hesitate to DM us or give our office a call. We're here to help!

02/12/2024

February is Financial Aid Awareness Month! If you're planning for college expenses for your family, here's a deeper look to get you ahead.

Supporting a college journey is a major financial commitment. And, like any significant investment, it requires strategic planning.

If you’re feeling overwhelmed, reach out and we can help you create a solid financial plan to support your family’s educational future 🎓

02/08/2024

The big game of 2024 is upon us, and we can’t help but look at it through a financial lens 🔎

We ran the numbers, and here are the big figures behind the big game:

🏈 Last year's game boosted Phoenix's economy by $1.3 billion. Nevada's expecting a blockbuster debut as host.
🏈 Fans dished out a record $16.5 billion in 2023.
🏈 A 30-second ad slot cost $7 million in 2023. Will this year break records?
🏈 Over 50 million Americans placed $16 billion in bets last year, up from 2022.
🏈 Las Vegas is gearing up with 10,000 volunteers and thousands of temporary jobs for the expected 450,000 visitors.

Did any of these stats shock you? Let us know in the comments — and while you’re at it, let us know who you’re rooting for 🏆

02/05/2024

During this month of love, our team is focusing on a different kind of relationship than you might have in mind – the one you have with your money! ♥️

In general, our financial patterns are influenced by our lived experiences, emotions, and mental health. With this in mind, swipe through for some prompts to identify your financial patterns, with the ultimate goal of getting to know yourself a little better ↩️

02/01/2024

Did you know? The IRS is making a significant inflation adjustment in 2024, allowing you to contribute more to your Health Savings Account (HSA) than ever before! This is the largest increase since HSAs were introduced in 2004.

🔍 Here's what's changing:

Individual HSA limit: $4,150 (up from $3,850)
Family HSA limit: $8,300 (up from $7,750)
Bonus for those 55+: An additional $1,000 saving option!

Got questions or want to discuss how this impacts you? Don't hesitate to reach out. We’re here to assist in any way we can!

01/29/2024

Life is dynamic, as are your financial objectives.

To close out our financial wellness series, our final tip: review and rebalance.

As your wealth expands, your financial goals and risk tolerance shift and change. Our goal with every client is to keep their strategy aligned with their objectives, values, and risk tolerance every step of the way.

Ultimately, knowing their financial portfolio is under regular review provides our clients with peace of mind and a sense of security.

That’s it for our financial wellness series! If you missed a tip, scroll back through our feed to check them out. Was this series helpful for you? Let us know in the comments! ⬇️

01/25/2024

We are back with part two of our series on building sustainable financial wellness!

Today’s topic: protecting your assets.

Protecting your assets is essential to avoid potential tax or creditor challenges. A regular review of relevant laws with a financial expert can make a world of difference in securing proper protection.

Asset-protection planning can involve employing a variety of strategies, like establishing distinct legal entities such as corporations, partnerships, and trusts. These decisions depend greatly on the nature of your assets and other factors.

That’s where we come in! We sit down with clients and discuss the type of protection required for their unique financial circumstances.

Have questions about asset protection? Give us a call, and stay tuned for part three coming soon!

01/22/2024

We are kicking off 2024 with tips on financial wellness! While many of us start off the year with resolutions to budget better and save more, how can we actually protect and build wealth?

One of the most important topics we talk to our clients about is diversifying their portfolio.

Diversifying your investment portfolio is a crucial strategy to manage risk and potentially improve returns over the long term. In other words: don’t put all your eggs in one basket.

This involves spreading your investments across different asset classes and securities to reduce the impact of any one investment's poor performance.

Feel free to share this tip with your network to help them on their financial wellness journey. And stay tuned for part two coming soon!

01/18/2024

January 18th is Get to Know Your Customers Day, a quarterly holiday (yes, really!) dedicated to connecting and learning more about YOU, the people who support and sustain our business🎉

In the spirit of the New Year, we want to know: What are your New Year's resolutions for 2024?

We'd love to hear your aspirations and how we can support you on your journey! Feel free to share your resolutions in the comments below.

Address

370 W Center Street
Orem, UT
84057

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.bluebarnwealth.com/

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