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

I work with Washougal retirees to help them live better retirements through tax-smart financial decision-making.

Hi, Washougal Retirees!

Fee-Only Financial Advice

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire On Your Own Terms with Less Worry

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Bringing order and strategy to your retirement plan by:

  • Mapping out when and where your retirement income will come from.

  • Reducing your lifetime tax bill through proactive strategies like Roth conversions and tax-loss harvesting.

  • Guiding your Social Security decision-making with both math and lifestyle considerations.

  • Reviewing your estate documents and coordinating with legal professionals to avoid surprises.

  • Identifying smarter ways to give to causes you care about, with tax benefits along the way.

  • Making sure your financial, tax, and legal advisors are aligned — so you're not stuck managing them.

Port of Camas-Washougal on a sunny day!