Fee-Only Retirement Planning in Kelso, WA

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

I partner with Kelso retirees age 60+ to help them approach retirement with confidence, reduce unnecessary taxes, and hold on to more of what they’ve worked hard to earn.

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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.

Independent, Fee-Only Guidance

Make Your Investments Work Smarter

Minimize Taxes Over Your Lifetime

Retire with Confidence, On Your Terms

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I provide Kelso retirees with advice across every area of retirement, including:

  • Building reliable retirement income plans and withdrawal strategies

  • Making investments more tax-efficient

  • Choosing the right time to claim Social Security

  • Coordinating estate and legacy planning

  • Structuring charitable giving in smart, impactful ways

  • Collaborating with CPAs, attorneys, and other trusted professionals

  • …and much more as your retirement needs evolve.

Kelso Theater Pub - A Kelso favorite!