Fee-Only Wealth Advisor for Hazel Dell Retirees

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

I work with Hazel Dell retirees who want to delegate their financial decisions in retirement, providing ongoing financial planning and investment management so they can retire with confidence and pay less in taxes.

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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

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire On Your Own Terms with Less Worry

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I provide advice to Hazel Dell retirees 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!

A beach scene with people swimming and relaxing on the sandy shore, and a body of water with a series of wooden posts in the water under a partly cloudy sky. In Washougal, WA.

Vancouver Lake Park - W Hazel Dell