Salt Lake City, UT
Nathan Mirizzi
I’m Nathan Mirizzi, an Associate Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Blue Barn Wealth, passionate about helping individuals build clarity and confidence around their financial future. I bring energy, analytical focus, and a strong foundation in personal finance to the clients I serve.
I’m passionate about helping people take control of their financial lives and build a clear path toward their goals.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
DIVERSIFICATION AND INNOVATION IN PORTFOLIOS
Alternatives Investing
We actively research alternative investment opportunities and monitor your portfolio investment holdings, bringing together actionable insights and forward-thinking risk assessments.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Nathan
Nathan is a CERTIFIED FINANCIAL PLANNER™ professional and Associate Advisor at Blue Barn Wealth, where he work with individuals and families to bring clarity and structure to their financial lives. Many people reach a point where their finances become more complex—investments, taxes, career decisions, family planning, and long-term goals. His role is to help simplify those decisions and build a thoughtful financial strategy that supports what matters most to them.
At Blue Barn Wealth, the team takes a comprehensive approach to financial planning that integrates investment management, tax-aware strategy, and long-term planning into one coordinated framework. Nathan is especially passionate about helping young professionals build strong financial foundations early so they can make confident decisions as their careers and families grow.
Outside of work, Nathan enjoys spending time outdoors hiking, skiing, camping, hunting, and fishing, and spending time with family and friends.
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How did you become a financial advisor?
I’ve always known I wanted to build a career in personal finance because of the real impact it has on people’s everyday lives. While studying financial management and accounting, that direction became even clearer to me. I realized I didn’t just want to understand the numbers, I wanted to work directly with individuals, helping them feel more confident and in control of their financial decisions.
What types of clients do you work with?
I work with individuals and families who want to build a strong financial foundation and be intentional about where their wealth can take them. Many clients are navigating increasing complexity, whether that’s investments, career, income, taxes, family planning, or long-term legacy goals, and are looking for clarity, structure, and thoughtful strategy.
What areas of expertise do you have?
My background includes financial planning fundamentals, investment strategy, and financial analysis. I focus on helping clients understand their options and make disciplined, informed decisions.
What kinds of strategies do you help clients with?
We offer a comprehensive planning process built around key areas such as financial planning, investment management, tax planning, estate planning, and charitable giving. The goal is to help clients make confident decisions across all parts of their financial life, not just one piece at a time.
What is your favorite part of working with clients?
Helping clients gain confidence in their financial decisions. When someone feels clear about their plan and empowered to move forward, that’s incredibly rewarding.
What is it like partnering with Savvy?
Working with Savvy enhances the tools and operational support behind the scenes, allowing our team to deliver a seamless and modern client experience. The platform enables us to focus on thoughtful planning, strong communication, and long-term financial success for the families we serve.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Blue Barn Wealth is a financial services group offering investment advisory services through Savvy Advisors, Inc. (“Savvy”). Savvy is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Blue Barn Wealth is not a separately registered investment advisor.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.