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

I work with retirees in Hazel Dell who are 60 and older, helping them retire confidently and keep more of their money through smart tax planning.

Hi, Hazel Dell 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 in all of these areas:

  • 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!

Vancouver Lake Park - W Hazel Dell