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Brodie Barnes, CFP®, ChFC®, AEP®Principal, Financial Advisor

  • 13961 South Minuteman Drive Suite 300
    Salt Lake City, UT 84020
  • 801.984.8000
  • LinkedIn

Brodie joined CAPTRUST in 2017 when Knox Capital Group merged 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

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

MEMBERSHIPS

  • Association for Advanced Life Underwriters 

Personal Profile

Hometown:
Alpine, Utah
Favorite Book or Movie:
1776 | Pursuit of Happiness
Ideal Dinner Guest:
Karlene Barnes, Henry Knox, and Dustin Pedroia
Words to Live By:
Go Big or Go Home - No Regrets
Qualities I Admire in People:
Integrity, authenticity, and work ethic