Fee-Only Wealth Advisor for Ridgefield Retirees

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

I work with Ridgefield retirees who want to delegate their financial decisions to a fiduciary who can help them with tax-smart 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 Investment Strategy

Lower Your Retirement Tax Bill

Stay Comfortably Retired with Less Worry

I help retirees in Ridgefield strategically coordinate their 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!

Aerial view of the Ridgefield Wildlife Refuge with a river winding through green wetlands and farmland under a partly cloudy sky.

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