Fee-Only Wealth Advisor for La Center Retirees

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

I help La Center retirees who want to delegate their financial decisions to a trusted fiduciary, 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.

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Fee-Only Financial Advice

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire On Your Own Terms with Less Worry

I take pride in providing comprehensive financial advice for La Center retirees. There are not enough financial advisors in our community who offer this on a fee-only basis.

Here is what I help people with:

  • Planning how and when to draw retirement income

  • Making your investments more tax-efficient

  • Choosing the right time to claim Social Security

  • Coordinating your estate and legacy plans

  • Making the most of your charitable giving

  • Working with your CPA, attorney, and other trusted professionals.

  • And anything else that comes up along the way.

Interior of a bakery in La Center, WA, with shelves of bread and pastries, a worker wearing a white chef's hat, and display cases filled with baked goods.

Sadie & Josie’s Bakery - Renowned La Center bakery