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

I provide Ridgefield retirees with ongoing tax-smart financial advice. I strive to help my clients feel more confident about their financial position and therefore, have less money worry.

Hi, Ridgefield Retirees!

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Fee-Only Financial Advice

Better Investment Your Money

Lower Your Retirement Tax Bill

Stay Comfortably Retired with Less Worry

I help you strategically coordinate your many moving financial pieces:

  • Structure your retirement income in a tax-efficient manner

  • Reduce taxes

  • Time Social Security wisely

  • Coordinate estate and charitable plans

  • Work with your CPA, attorney, and other professionals

  • and a lot more!

“Bird's”-eye view of The Ridgefield National Wildlife Refuge