Financial Planner/ Wealth Advisor
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.
WHAT OUR CLIENTS SAY
"Scott Barker and Barker Wealth Management is a Trusted advisor for me personally and also for a Trust that I oversee. Scott is an excellent communicator not only numerically with his reports but also verbally with clear explanations of investment opportunities and goals. I have been working with Scott for over ten years and would highly recommend him and Barker Wealth Management."
"I am completely confident that my financial assets are in more than capable hands and that decisions that are made are based on what is most advantageous to me, my family and my assets."
"I could not have managed any of the crazy financial issues after my husband died without your help both with things here in the U.S. and overseas."
"We appreciate the way Barker Wealth Management has worked with us to create and maintain a financial plan for our retirement years. We feel confident that we have our finances and investments organized to enable us to enjoy life the way we want to now and still be secure as we age."
"We see you being professional, knowledgeable, capable and easy to work with on all the aspects of the marketplace!"
The BWM Advantage
Fee-Only
Detailed Financial Planning
Custom Portfolio Management
Ready to Take the Next Step?
We're ready to help you. Let's connect and we'll happily guide you in the right direction.
