Justin Ericksen, CFP®, CFA, AFC®
I’m Justin Ericksen, CFP®, CFA, AFC®, an Advisor at Blue Barn Wealth, passionate about helping individuals and families build clarity and confidence around their finances. I combine comprehensive planning with disciplined investment strategy to support long-term success.
.webp)
Orem, UT
“My goal is to help clients build financial clarity and confidence, so they can focus on what matters most in their lives.”
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.
.webp)
.webp)
.webp)
.webp)
.webp)
.webp)
.webp)
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 Justin
Justin Ericksen is an Advisor at Blue Barn Wealth and a CERTIFIED FINANCIAL PLANNER™ professional. He also holds the Chartered Financial Analyst designation and earned a master’s degree in Financial Planning and Analytics from Utah Valley University.
Justin is passionate about finance and helping individuals succeed. He believes the most important things in life are spending time with the people you love and enriching the lives of others. His planning philosophy reflects those values—helping clients build financial strategies that support what matters most to them.
Outside of work, Justin enjoys spending time with his wife and siblings. His favorite activities include tennis, snowboarding, singing, and playing board games. Justin, his wife, and their dog live in Fairview, Utah.
I’ve always been drawn to finance and the role it plays in shaping people’s lives. I pursued formal education in financial planning and analytics and earned both the CFP® and CFA designations to provide clients with comprehensive, disciplined guidance. I wanted a career where I could help people succeed and make confident decisions about their future.
My background includes comprehensive financial planning, investment management, and long-term wealth strategy. I focus on aligning investment decisions with a broader financial plan.
I work with individuals and families who want clarity around their financial direction—whether that’s building wealth, planning for retirement, managing investments, or navigating life transitions.
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.
I help clients develop personalized investment strategies, retirement plans, tax-aware planning approaches, and coordinated financial strategies designed to support their long-term goals.
Holding both the CFP® and CFA designations allows me to approach planning from both a holistic and analytical perspective. I believe strong financial decisions require both a thoughtful plan and disciplined execution.
Helping clients gain confidence in their financial decisions. When someone feels clear and steady about their financial future, it allows them to focus more fully on the parts of life that matter most.
Partnering with Savvy enhances the tools and support behind the scenes, allowing us to operate more efficiently and deliver a higher level of client service. The additional technology and operational platform enable us to focus even more on thoughtful planning and investment management for the families we serve.
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.
