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About Us

Who Is Barker Financial?

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.

Meet Our Team

Over the years, we have found that a team approach to working with clients is the most effective method. The financial world can be complicated to navigate and our wealth advisors bring diverse backgrounds, education, and experiences to the table. Our goal is to always have two advisors who know you and understand your unique circumstances. They collaborate on the creation of your financial plan, and work together over time to help you build your wealth. When you have questions, one of us will be available to help you. We believe it has far-reaching benefits for you to get the combined opinions of more than one advisor. Read more about us below.

James Barker, ChFC, CLU

President

781-743-2600

jim@barkerfg.com

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...

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Doug Huddleston, CFP®

Managing Director

781-743-2600

doug@barkerfg.com

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...

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Mary Ellen DeRoche, M.B.A.

Investment Advisor Representative

781-743-2600

mderoche@barkerfg.com

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...

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Janet Mayhew

Administrator

781-743-2600

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...

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Erin Taglianetti, Esq.

Compliance Administrator

781-743-2600

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...

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Anne Denier

Administrative Assistant

781-743-2600

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...

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Get To Know Us

Finding the right fit is important when choosing an advisor. Online research is a good place to start, but you probably want to speak with someone before making a decision. Our Get To Know Us meeting is specifically designed so we can learn more about each other and see how we might work together.

Click on the button below to schedule a Get to Know Us introductory call. Let's see if we're a good fit.

Get To Know Us