Fee-Only Wealth Advisor for Longview Retirees

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

I partner with Longview retirees who want to delegate their financial decisions, 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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Independent, Fee-Only Financial Planning

Better Invest Your Hard-Earned Money

Cut Your Retirement Tax Bill

Retire Confidently, the Way You Want

Many retirees in our community don’t have access to quality, fee-only planning, which is why I’m passionate about offering clear, conflict-free guidance.

Here are some of the ways I help:

  • Creating a plan for when and how to draw retirement income

  • Making investments more tax-efficient

  • Determining the best time to claim Social Security

  • Coordinating estate and legacy planning

  • Maximizing charitable giving strategies

  • Partnering with your CPA, attorney, and other trusted professionals

Beautiful Lake Sacajawea in Longview, WA