Fee-Only Retirement Planning in Battle Ground, WA

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.

Read My Blog
meet with charles
Professional headshot of Charles Petitjean, CERTIFIED FINANCIAL PLANNER® professional. He has short light brown hair, blue eyes, wearing a blue blazer and a checkered shirt, against a white background.

✅

✅

✅

✅

Fee-Only Financial Advice

Better Investment Strategy

Lower Your Retirement Tax Bill

Retire with Less Money Worry

I help retirees in Battle Ground 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!

A view of a busy main street in Ridgefield, WA with cars driving in both directions, lined with trees and various shops and buildings, with green hills and mountains in the background.

Looking East Down Main St - Downtown Battle Ground