Who Is Barker Financial?
For over 25 years, our advisors have been providing Financial Planning and Wealth Management services to individuals and families. We are independent, fee-only advisors. Our clients are diverse, as each of our advisors tends to focus on groups the complement their background, interests, and areas of expertise. We work with executives in technology and other industries, women investors, and business owners.
Our value to our clients goes much deeper than simply creating a financial plan and managing assets. We provide unbiased advice in all areas of your financial life - tax planning, estate planning, insurance, etc. - not just your investments.
Since our founding in 1997, our philosophy has not wavered. We listen - to your experiences, your goals, your concerns. Our goal is to build a long-term, trusting relationship with you and your family, one where you feel comfortable asking questions and knowing you will get answers. So we continue to listen, well past the initial planning meeting, so we can anticipate your needs and make adjustments as they are needed.
James Barker, ChFC, CLU
President
Barker Financial Group, Inc. is spearheaded by James Barker. Since 1986, Jim has dedicated himself to one overriding goal: serving the needs of individuals and organizations who have accumulated wealth and are seeking assistance to focus...
Doug Huddleston, CFP®
Managing Director
Doug received the Certified Financial Planner ™ designation from the Certified Financial Planner Board of Standards, Inc. He holds a Bachelor’s Degree in Business Administration/Finance from the University of Idaho and a...
Mary Ellen DeRoche, M.B.A.
Investment Advisor Representative
I have worked in financial services for over 25 years. Having been an advisor at Barker Financial Group previously, I rejoined the firm in 2019. In the interim, I was a Vice President at State Street Corporation...
Janet Mayhew
Administrator
Many of our clients will know Janet Mayhew because she has worked with us since 2003. Janet is our office administrator and is responsible for clerical and administrative support for team members. Janet holds Associate Degrees in Law...
Erin Taglianetti, Esq.
Compliance Administrator
Erin has been working with us since 2016. She is responsible for Barker Financial Group Inc.'s federal and state regulatory and compliance filings. Erin is an attorney licensed to practice law in the Commonwealth of Massachusetts. She...
Anne Denier
Administrative Assistant
Anne Denier is our Administrative Assistant. Anne is a graduate of St. Lawrence University. Prior to joining Barker Financial Group, Inc. in 2018, she worked for 24 years at an investment management firm in Boston, supporting customer...