I’m Charles! I’m an Independent, Fee-Only CERTIFIED FINANCIAL PLANNER® Professional and Wealth Advisor with Barker Wealth Management, LLC.

I help Camas retirees age 60+ retire with confidence and minimize taxes along the way.

Hi, Camas Retirees!

Fee-Only Financial Advice

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire Conidently with Less Worry

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I help you bring all the key pieces of your financial life together, including:

  • Planning for your retirement income needs

  • Smart withdrawal strategies

  • Tax-efficient investment management

  • Optimized Social Security benefits

  • Estate and legacy planning

  • Optimizing your charitable gifts

  • Working closely with your tax professional, estate attorney, etc.

  • and much more - so that everything works together as one!

Liberty Theater in December - Downtown Camas