Stanford McCullough, JD, CFP®, LL.M.
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.
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Orem, UT
“I help clients make smart financial decisions by aligning tax strategy, estate planning, and investment management into one clear plan.”
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
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.
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.
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 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.
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.
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.
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.
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 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.
My background combines financial planning with advanced legal and tax training. That means I’m able to help clients think through planning decisions from multiple angles—so the plan is not only effective, but also aligned with the client’s full tax and estate picture.
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.
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.
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.
