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  • With CAPTRUST Since 2017
  • 801.984.8000
  • 13961 South Minuteman Drive, Suite 300 Salt Lake City, UT 84020

Brodie Barnes, ChFC®, CFP®

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

  • Alpine, Utah
  • 1776 | Pursuit of Happiness
  • Karlene Barnes, Henry Knox, and Dustin Pedroia
  • Go Big or Go Home - No Regrets.
  • Integrity, authenticity, and work ethic

Financial Advisors

Brodie is a wealth management advisor who works out of the Salt Lake City, UT office.

Brodie joined CAPTRUST in 2017 when Knox Capital Group partnered its wealth management practice with CAPTRUST. He is widely regarded as one of Utah’s premier life insurance specialists. For more than 20 years, Brodie’s innovative and creative solutions have helped business owners and affluent clients plan for the transfer of their wealth to the next generation. Because of his excellence in meeting the needs of business leaders and high net worth families, Brodie was the youngest principal ever invited to join the prestigious M Financial Group at the age of 29. He subsequently formed Knox Capital Group.

Brodie specializes in income tax planning, wealth transfer and estate planning, philanthropic planning, and asset management. He caters to ultra-high-net-worth families and helping business owners prepare for the sale of their businesses. He assists sellers through the full sales cycle, including the management of their assets and ongoing planning after sale. Brodie’s ability to work as part of a mergers and acquisitions team, along with CPAs and trust and estate counsel, as well as his experience in estate tax efficiency, makes him a valuable ally to any business owner.

Education

  • Baccalaureate of Science degree in finance from the University of Utah

Industry Designations

  • Accredited Estate Planner®
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant®

Memberships

  • Member, Association for Advanced Life Underwriters