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Barker Financial Management

Fee-Only Financial Planning and Investment Advisory Services

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As we slow down or enter retirement, it is more important than ever to ensure that our spouse, children, or family or taken care of and our estate is distributed exactly as we wish when we pass away or become incapacitated. It is also critically important that our estate avoids probate and minimizes estate tax so that our family or favorite charity receives their fair share of the estate as quickly as possible.

The best way to accomplish this is retain our team of trusted advisors to help you create your trust and execute it exactly as you intend or to help you move your trust if you are unhappy with your current trust administrator or investment advisor.

Our expert team of experienced fiduciaries will handle every aspect of moving, creating, executing, and managing your family or corporate trust. Every member of our team is a fiduciary and that means that we always put your goals, interests, and wishes before our own and we have a legal mandate to do so.

Our team of attorneys, accountants, and investment advisors have over 150 years of experience in creating, administering, and managing trusts and we all have just one goal: your happiness and the well-being of you and your family.

If you want maximum assurance that you, your family, and your loved ones will receive the greatest value of your legacy exactly as you intend it, please give us a call. We are a complete fiduciary solution to all of your trust and estate planning needs. Please call 410-972-4550 today!