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Barker Financial Management

Fee-Only Financial Planning and Investment Advisory Services

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If you think all Financial advisors are the same, think again.

As an independent, fee-only financial planner and a Registered Investment Advisor, we have a legal responsibility to do what is best for you. Almost all other financial advisors and stock brokers are fee-based or commissioned and can recommend the most expensive investment and insurance products with the highest commissions if it is also a suitable investment.

At Barker Financial Management, we help you build a tax friendly, low-cost investment and/or retirement portfolio that meets your needs and lets you keep more of your own money. The difference can mean retiring with tens or even hundreds of thousands of dollars more and the ability to send your kids to the college of their choice. When we build your financial plan or investment portfolio, you can be confident that our financial advice is always completely objective and that your interests always come before our own.

We Are Your Financial and Investment Advocate

We do not sell or earn commissions on any financial or insurance products so that we can provide purely objective advice to ensure that you achieve your financial goals and keep more of what you invest. We also develop a risk management plan for you and only recommend the types and amounts of insurance that you really need.

We offer comprehensive financial planning and wealth management with no minimum asset requirements. We also coordinate access to our alliance of independent CPAs, insurance brokers, estate and trust attorneys, family and corporate trustees, and mortgage and real estate professionals if you need their services to help you implement your financial plan.