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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, Utah, office.

Brodie joined CAPTRUST in 2017 from Knox Capital Group, the company he helped found in 2003. In his more than 27 years in the industry, he has focused on generating innovative and creative solutions that help business owners, affluent clients, and institutions plan for the future regarding retirement, investment management, wealth transfer, and benefit plans. Brodie was one of the youngest principals ever invited to join M Financial Group at the age of 29.

Brodie works as part of an integrated team that specializes in institutional benefit consulting, income tax planning, wealth transfer and estate planning, philanthropic planning, and asset management. His team serves high quality institutions, high-net-worth families and business owners. The team consists of a former Family Office head, former Big 4 tax partner, and deep institutional investment management expertise.

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
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