Hyrum Smith (CFA®, CFP®, CPA®, PhD)

Hyrum Smith focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We are a independent, fee-only (no commission) investment management firm that provides comprehensive financial planning services to our clients.  Given our background as PhDs and CFP(r)s, CPA, CFA designation holders we provide the unique offering of not only designing and managing low-cost diversified portfolios focused on helping clients meet their goals but also in the most tax-efficient manner. Since we are not licensed to sell any products, we provide independent comprehensive advice related to retirement, tax savings opportunities, estate planning, insurance planning, education planning, and cash flow/debt management services--all focused on helping the client meet the goals most important to them.  We offer different service level offerings to meet various needs.  More information can be found on our website /https://bluebarnwealth.com .

Additional Information

Hyrum Smith holds his PhD in Personal Financial Planning and is a Certified Financial Planner (CFP(r)) and CPA with over 15 years of financial services industry experience.  He also teaches Tax Planning and Retirement Planning courses at Utah Valley University's CFP-registered financial planning program.  

NAPFA Start Date

March 25, 2014

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This Office

352 W Center St Orem, UT 84057-4659 Phone: (801) 466-4101 Fax: (801) 606-2762

Other Offices

1308 S 1700 E Ste 208 Salt Lake City, UT 84108-2273 Phone: (801) 466-4101