Fee-Only Wealth Advisor for Salmon Creek Retirees

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

I work with Salmon Creek retirees who want to partner with a trusted fiduciary to help them with 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.

Comprehensive, Fee-Only Financial Advice

Tax-Smart Investing

Lower Your Retirement Tax Bill

Retire Comfortably On Your Own Terms

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I focus on helping retirees in Salmon Creek with:

  • Creating their retirement income

  • Social Security benefit elections

  • Pension benefit elections

  • Better investment of your accounts

  • Aligning your estate plan with your assets

  • Tax-efficient charitable giving plan

  • Real estate decisions (on primary and investment)

  • and many more retirement decisions!

A winding river flowing through a lush green landscape with trees and grass on either side under a clear blue sky.

Beautiful Salmon Creek Trail