Blue Barn Wealth

Blue Barn Wealth is a team-based registered investment adviser (eight advisors, roughly $317 million in assets under management) that serves individuals — including high-net-worth clients — as well as retirement plans, businesses, and charities. The firm offers wealth management combining financial planning and portfolio management across tiered service levels (Essential, Full-Service, Premium), and it provides ongoing support and plan-level fiduciary services for qualified retirement plans.

Investment decisions are guided by Modern Portfolio Theory and a long-term, buy-and-hold approach using diversified, low-cost vehicles, with client objectives and constraints documented in Investment Policy Statements and accounts managed on a discretionary basis. The firm routinely uses sub‑advisors to implement strategies, manages held-away retirement plan participant accounts through a third-party platform, and, where appropriate, employs margin/borrowing in separately managed accounts.

Compared with many peers, Blue Barn is noteworthy for its formal affiliations with other investment-adviser entities and for explicitly permitting borrowing in client accounts—both features that are uncommon for similar team firms. It also provides ERISA 3(21) and 3(38) plan services and, at its Premium service level, access to and oversight of qualified alternative investments and structured sub‑advisor arrangements.