I’m Charles. I’m a Fee-Only CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor with Barker Wealth Management, LLC.

My work focuses on helping retirees in and around the Felida area in making tax-smart decisions with money in retirement.

Hi, Felida Retirees!

Fee-Only Financial Advice

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire On Your Own Terms with Less Worry

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I provide advice on a multitude of different items:

  • Generating your retirement income

  • Tax-efficient and thoughtful investing

  • Best time to take Social Security

  • Ensuring your estate and legacy plans are set up correctly

  • Maximize your charitable donations

  • Collaboration with your CPA, attorney, and other professionals

  • & a whole lot more!

My favorite local fare, Farrar’s Bistro off of NW 36th Ave.