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At Barker Financial, our process is designed with communication at its core.

Since our founding in 1997, our philosophy has not waivered. We listen – to your experiences, your goals, your concerns.

How We Help You

How We Help You

We help you organize all of the pieces of your financial life in a way that is easy to understand.  As life changes, we make adjustments to help you stay on track to meeting all of your financial goals..

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Benefits of Working With A Wealth Advisor

Benefits of Working With A Wealth Advisor

The benefits of a wealth advisor go far beyond portfolio management.  Did you know that working with an advisor can result in higher wealth accumulation over time?

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Our Clients

Our Clients

While each of our clients is unique in their goals and circumstances, the one thing they have in common is that they worked hard to amass their savings and they trust us to take care of it.

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Five Ways to Stay Confident in Retirement

Five Ways to Stay Confident in Retirement

Today's retirees are living longer and experiencing retirement in new ways. While you can’t be certain what the future holds, you can strategize for the retirement you want – and take these five steps to help you get there with confidence.

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Change Your Financial Future

- Try Our Financial Planning Tool -

Not sure how to reach your financial goals? Our cutting edge planning tools can help. We can compile all of your financial details in one place, so no matter what your goals are – saving for retirement, paying off student loans, purchasing a vacation home, or any goal you wish to reach – you can see how to go about achieving them. Don’t wait! Call or email us today to find out how you can change your financial future.

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Our Services and Financial Strategies

Our Services and Financial Strategies

Our wealth advisors understand that Wealth Management is about much more than managing assets. That's why we assist in the areas of:

  • Retirement Planning

  • Social Security Benefits Planning

  • Education Planning

  • Portfolio Management

  • Tax Strategy

  • Estate Planning

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Meet The Team

If you would like to schedule an appointment, please click the scheduling button below. One of our advisors would be happy to tell you more about our services.

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Educational Resources

<p>Paying Off a Credit Card</p>

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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<p>The Value of Insuring Against Life&#8217;s Risks</p>

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
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<p>Extended Care: A Patchwork of Possibilities</p>

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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"Planning is bringing the future into the present so that you can do something about it now."

Alan Lakein