I’m Charles! I’m a local fee-only CERTIFIED FINANCIAL PLANNER® Practitioner and Wealth Advisor with Barker Wealth Management, LLC.

My practice focuses on helping retirees in Battle Ground aged 60+ retire on their own terms and pay less taxes.

Hi, Battle Ground Retirees!

meet with charles

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Fee-Only Financial Advice

Better Investment Strategy

Lower Your Retirement Tax Bill

Retire with Less Money Worry

I help you coordinate the following:

Retirement income planning and account withdrawal strategies
Tax-efficient investing
Social Security timing strategies
Estate and legacy planning coordination
Charitable giving strategies
Coordinating with CPAs, attorneys, and other professionals
& a lot more!

Looking East Down Main St - Downtown Battle Ground