Jeff Brimhall, PhD, CFP®, CFA
I’m Jeff Brimhall PhD, CFP®, CFA, a Managing Partner at Blue Barn Wealth, where I helps clients simplify their financial lives and align their wealth with what matters most. As a former Chairman of the Utah Chapter of the Financial Planning Association and university instructor in personal financial planning, I bring academic depth and real-world experience to every client relationship.
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Orem, UT
“I work with clients to master their finances by creating a clear, practical strategy—so they can feel confident, reduce stress, and make better decisions over time.”
Our Team
At Blue Barn Wealth®, we manage your financial complexity so that you can live a more simple, intentional and meaningful life. For over 30 years, our firm has helped clients align their actions with their core desires.
Wealth and assets have been safely stored in barns for thousands of years. For us, the barn is a symbol of lasting security that provides a refuge from the storm. It also reminds us of a time when life was simpler and intentionality was required.
Blue Barn Wealth is built on research-based solutions and the principle of putting our clients’ needs first. Come experience the difference.
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How can I help?
Financial Planning & Analysis
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.
Alternatives Investing
We actively research alternative investment opportunities and monitor your portfolio investment holdings, bringing together actionable insights and forward-thinking risk assessments.
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.
Get to know Jeff
Jeff Brimhall is a managing partner at Blue Barn Wealth, where he enjoys working with clients to simplify their life and master their finances. Prior to Blue Barn Wealth, Jeff served as a Senior Advisor at Soltis Investment Advisors and acted as interim CEO of Ampelis, a corporate and family consulting company focused on successful transitions of culture and assets between generations.
Earlier in his career, Jeff was an award-winning faculty member in Finance and Economics at Case Western Reserve University, an equity analyst in National City Bank’s Private Client Group, and held analyst and advisory roles at Lee Financial, a Registered Investment Advisor in Dallas, TX, and Crow Holdings.
Jeff earned a PhD in Economics from Southern Methodist University and a B.S. in Civil and Environmental Engineering from Brigham Young University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst designation. Jeff has also served as Chairman of the Utah Chapter of the Financial Planning Association and taught in the Personal Financial Planning Program at Utah Valley University.
I wanted a career that truly made a difference in how people live their lives. My path started as an engineer where I realized I wanted to have a more personal impact on people’s lives, which led me to economics and finance, including work in academia and investment analysis. Over time I became more drawn to helping individuals and families apply these principles in real life. Financial planning gave me the opportunity to combine strategy and relationships in a way that helps people make better decisions and live more intentionally.
My background includes investments, financial planning, tax planning, charitable giving, legacy planning, and alternative investments. I also work with clients who want a more comprehensive approach—where planning, investments, and long-term goals all fit together.
My ideal clients are individuals and families who want to use their wealth to make their life, family, community, and the world better. Many are navigating growing complexity—whether that’s investments, career income, taxes, family planning, or long-term legacy goals—and want clarity and structure.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
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.
We truly offer comprehensive services. I bring a combination of academic training, real-world investment experience, and advisory work, with a focus on simplifying complexity. Clients shouldn’t feel overwhelmed by their finances—they should feel confident, informed, and supported by a clear strategy.
Getting to know what is most important to clients—what they most want to accomplish in their life—and helping them make that happen. Helping people move from uncertainty to clarity is incredibly rewarding.
I chose to work with Savvy to enhance the services and capabilities we offer our clients. Savvy provides stronger technology and operational support behind the scenes, which allows us to operate more efficiently and deliver a higher level of client service—while staying focused on what matters most: our clients and their goals.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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.
