Broker Check

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..

Learn more
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?

Learn more
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.

Learn more
Preparing For a Satisfying Retirement Guide

Preparing For a Satisfying Retirement Guide

Many Americans may not understand how to fully take advantage of their employer-sponsored retirement plans. This report will help you make the most of your savings and improve your prospects for a comfortable retirement.

Download Here

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.

Start Your Journey

<
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

Learn more

"Planning is bringing the future into the present so that you can do something about it now."

Alan Lakein

Educational Resources

<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
Learn More
<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More
<p>Jane Bond: Infiltrating the Market</p>

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
Learn More

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.

Schedule an Appointment