Fee-Only Wealth Advisor for Washougal Retirees

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 who want help with ongoing tax-smart financial planning and investment management provided by a true fiduciary.

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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.

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 retirees in Washougal by helping you:

  • 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.

Boats docked at a marina in Camas, WA with a mountain in the background and calm water

Port of Camas-Washougal on a sunny day!

 

Located in Nearby Camas, WA!