Barker Wealth Management, LLC

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Fee-Only Certified Financial Planners Vancouver Seattle Portland | Barker Wealth Management, LLC Skip to main content menu Who We Are Our Team BWM Process Who We Serve What We Do Financial Planning Investment Management Retirement Planning Estate Planning Social Security Optimization 401(k) Advisory Services Business Succession Planning Charitable Giving Learn Blog Events Financial Calculators Useful Links Video Library Contact ADV Disclosures Client Logins Charles Schwab Client Portal The Retirement You’ve Always Wanted is Within Reach Discover How We Can Help You Get There. RECEIVE YOUR RETIREMENT ASSESSMENT! Our Company Our company was founded for one purpose: Helping our clients make the best possible financial decisions. We do this through a specific process of detailed financial planning, careful investment management and regular review meetings. We partner with industry leaders in technology and research and your other professional advisors to develop strategies that help you achieve your goals in a cost effective and tax efficient manner. Barker Wealth Management, LLC is a Registered Investment Adviser firm in the States of Oregon and Washington. Prior to any advisory work conducted outside of those states, Barker Wealth Management, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration. Our Team Scott Barker, CFP® Financial Planner/ Wealth Advisor Charles Petitjean, CFP® Financial Planner/ Wealth Advisor Will Nol

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