Orem, UT
Stanford McCullough
I’m Stanford McCullough, JD, LL.M, CFP®, an advisor at Blue Barn Wealth who specializes in tax planning, estate and wealth transfer strategies, philanthropic planning, and asset management for families and entrepreneurs.
I help clients make smart financial decisions by aligning tax strategy, estate planning, and investment management into one clear plan.
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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.
PRESERVATION OF YOUR LEGACY
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
MINIMIZING YOUR TAX BURDEN
Legacy & Charitable Planning
Whether it’s transferring assets to kids or grandkids, or maximizing your charitable donations, we have the expertise with complex strategies surrounding wealth transfer.
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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Stanford
Stanford McCullough, JD, CFP®, specializes in income tax planning, wealth transfer and estate planning, philanthropic planning, and asset management for families and entrepreneurs.
Stanford earned his law degree from the S.J. Quinney College of Law at the University of Utah and later completed an LL.M. in Taxation from the University of California, Irvine. He currently serves as Treasurer/Secretary of the Tax Section of the Utah State Bar.
He earned his bachelor’s degree from Utah Valley University in Personal Financial Planning, with a minor in Business Management, and became a CERTIFIED FINANCIAL PLANNER™ professional during his undergraduate studies.
By combining his CFP® designation with advanced legal training in taxation, Stanford helps clients navigate complex financial decisions with clarity—especially when taxes, investments, and long-term legacy planning intersect.
Outside of work, Stanford enjoys spending time with his wife skiing, mountain biking, scuba diving, canyoneering, and playing sports.
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How did you become a financial advisor?
I’ve always been drawn to helping people make smart decisions with their money—especially when taxes and long-term planning are involved. I pursued financial planning early, earning my CFP® during undergrad, and later deepened my expertise through law school and an LL.M. in Taxation. That combination allows me to help clients plan with both clarity and precision.
What types of clients do you work with?
I primarily work with families and entrepreneurs who want more intentional planning around taxes, investments, estate planning, and charitable giving—especially as their financial lives become more complex.
What areas of expertise do you have?
My focus includes income tax planning, estate and wealth transfer planning, philanthropic strategies, and asset management. I specialize in helping clients integrate these areas into one coordinated plan.
What kinds of strategies do you help clients with?
I often help clients with proactive tax planning, charitable giving strategies, trust and estate planning coordination, and investment strategies that support long-term goals while keeping taxes in mind.
What is your favorite part of working with clients?
Helping clients feel confident about decisions that can otherwise feel overwhelming. When taxes, estate planning, and investments are working together in one cohesive strategy, clients feel more in control—and that’s incredibly rewarding.
What is it like partnering with Savvy?
Partnering with Savvy enhances our ability to serve clients by providing stronger technology and operational support. This allows us to operate more efficiently and spend more time focused on what matters most—delivering thoughtful, high-quality planning and service to our clients.
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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.