Fee-Only Wealth Advisor for Woodland Retirees

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

I have had the pleasure of serving many Woodland retirees 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 from a CFP®

Invest Better

Lower Your Lifetime Retirement Tax Bill

Retire with Confidence

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I help retirees in Woodland coordinate all the key areas of their financial life, including:

  • Developing a reliable income strategy that blends withdrawals from IRAs, Roth accounts, and taxable savings.

  • Minimizing taxes in retirement through smart strategies like Roth conversions and asset location.

  • Choosing the optimal time to claim Social Security based on your full financial picture.

  • Reviewing your estate plan to ensure your assets pass according to your wishes — with minimal taxes, delays, or confusion.

  • Structuring charitable gifts in ways that align with your values and offer potential tax advantages.

  • Working directly with your CPA, estate attorney, and other professionals to ensure your plan is cohesive.

  • Managing investment risk to match your income needs and long-term goals.

  • Staying ahead of key milestones like RMDs, Medicare enrollment, and tax bracket thresholds.

Old wooden mill building by a river in a forested area.

The Cedar Creek Grist Mill near Woodland