Lindsey Lewis, MBA, ChFCÂź, CFPÂź
Hi, Iâm LindseyđđŒ. I am a financial advisor in Park City, UT, partnering with high-net-worth individuals/families, entrepreneurs, and professional athletes to simplify complex financial lives, guide high-stakes decisions, and build strategies that hold up through growth, change, and transition, for example, divorce. My role is to bring clarity and structure to moments that carry real financial and personal weight.
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Backed by more than a decade in wealth management and leadership at The American College of Financial Services, I combine deep technical knowledge with a modern, thoughtful approach to advice. I go beyond traditional planning to serve as a strategic thought partner, helping clients align their financial decisions with their long-term vision and what matters most to them.
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Park City, UT
âI simplify complex financial lives, helping clients make confident decisions and build wealth that supports a more intentional, enriched life.âÂ
Our Team
At Blue Barn WealthÂź, 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.
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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.
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Blue Barn Wealth is built on research-based solutions and the principle of putting our clientsâ 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.
ââInvestment Management
End-to-end investment management focused on tailoring portfolios to each clientâs 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 Lindsey
Lindsey Lewis, MBA, ChFCÂź, CFPÂź, is a Park City-based financial advisor with Blue Barn Wealth, known for helping clients simplify complex financial lives and make confident decisions through moments that matter most. She works with high-net-worth individuals and families, entrepreneurs, and professional athletes, guiding them through growth, success, and transition with clarity, structure, and intention.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.
In addition to her advisory work, Lindsey serves as Managing Director at The American College of Financial Services, where she is focused on shaping the future of financial advice and developing the next generation of professionals. She also contributes to Advisor Launch Lab, supporting the development of advisors as they build and grow their practices. Her work has earned national recognition, including InvestmentNews Hot List in 2025 and 2023, as well as the InvestmentNews Trailblazer Award and other industry honors recognizing her impact on the profession.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 Bankâs Private Client Group, and held analyst and advisory roles at Lee Financial, a Registered Investment Advisor in Dallas, TX, and Crow Holdings.
Outside of her professional work, Lindsey brings the same level of energy and intention to her personal life. She is a mom of two, a yoga teacher, and someone who prioritizes strength, movement, and balance, values that carry through to how she approaches both life and wealth.
I started my career at the intersection of women and money, after seeing how transformative financial confidence can be. That work gave me a deep understanding of how people think, feel, and make decisions about money.
Over time, that foundation expanded into a broader advisory practice where I now work with individuals and families navigating complexity, growth, and transition. The common thread has always been helping clients make informed decisions, simplify complexity, and move forward with confidence.
My work centers on comprehensive financial planning, investment strategy, and helping clients navigate complex financial decisions with clarity. I focus on connecting all aspects of a clientâs financial life so each decision supports a cohesive, long-term strategy.
In addition to my client work, I bring industry leadership experience focused on advisor development, evolving client needs, and the future of financial advice.
I work with high-net-worth individuals and families, entrepreneurs, and professional athletes who are navigating growth, success, or meaningful life transitions. Many of my clients are balancing multiple priorities and looking for a trusted partner to help them simplify decisions and think strategically about their financial lives.
While my career began with a focus on women, that perspective continues to inform how I approach advice today, bringing a more thoughtful, relationship-driven experience to a broader range of clients.
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 with a wide range of planning needs, including investment strategy, retirement planning, and structuring their financial lives in a more intentional and organized way.
Many of the conversations I guide are tied to pivotal moments such as business growth, liquidity events, or life transitions like divorce. My role is to simplify those decisions, bring structure to the process, and ensure each step aligns with a broader long-term plan.
I take an integrated, experience-driven approach to financial planning. That means going beyond transactions and helping clients think through how their financial decisions connect to their life, priorities, and long-term vision.
My background at the intersection of women and money shaped how I communicate and guide decisions, and today that perspective allows me to simplify complex situations and help clients move forward with clarity and confidence.
My favorite part is seeing the shift that happens when clarity replaces uncertainty. When clients understand their options and begin making decisions with confidence and intention, it changes not just their financial lives, but how they show up in other areas as well. Being part of that process is incredibly meaningful.Â
Working with Savvy allows me to combine personalized advice with modern technology and infrastructure. It creates a more seamless and efficient client experience while keeping the focus where it belongs on thoughtful planning, strong relationships, and long-term outcomes.Â
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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. (âSavvyâ). Savvy is an investment advisor registered with the Securities and Exchange Commission (âSECâ). 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 CFPÂź, CERTIFIED FINANCIAL PLANNERâą, and CFPÂź (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organizationâs initial and ongoing certification requirements to use the certification marks.
Third-party rankings and recognitions are not indicative of future investment success and do not guarantee that any client will experience a certain level of performance or results. Such ratings are not endorsements, and are not representative of any one clientâs experience. Rankings are generally based on information provided by the adviser and/or assets under management. For additional information regarding the criteria and methodology used, please refer to the issuing organizationâs website.
Awards and accolades are granted by non-affiliated third parties and are provided for informational purposes only. The views expressed in related publications are those of the authors and not necessarily those of Savvy. Nothing herein should be construed as evidence of any clientâs experience with the firm. Savvy makes no warranties regarding the accuracy of third-party information and disclaims liability for any reliance thereon. Past performance is not indicative of future results.
