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 in my career, helping them feel more confident about the financial decisions that they face in retirement.

Hi, Woodland Retirees!

Fee-Only Financial Advice from a CFP®

Invest Better

Lower Your Lifetime Retirement Tax Bill

Retire with Confidence


I help you coordinate all the key areas of your 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.

The Cedar Creek Grist Mill near Woodland