At Barker Financial Group, Inc., we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. Your goals may change throughout your lifetime, but ours remain focused. We aim to provide you with proactive service in all kinds of markets, handled by a wealth management advisor who knows you by name.
We understand the challenges families face today. From managing debt, to saving for college, to retirement planning, these personal finance challenges can be overwhelming. Our guiding principal is to help you achieve your goals by providing advice on a broad range of financial issues. This includes finding the most appropriate investments for your objectives, and the management process best suited to your goal. We report back often, so you can remain confident that you are on track to meet your goals.
Best of all, we’ll never lose track that we’re working on your behalf. Since our fees are based on assets under management, our incentives are aligned with your rewards. When you do well, so do we. Personal service is inclusive in this fee structure.
Founded by James Barker in 1997, the goal today is the same as it was then; to provide exceptional personal service, guidance, and unbiased, professional financial advice.
Through the years, we continue to help each client build and protect their financial security by creating, implementing, and managing comprehensive wealth strategies tailored to their unique situation. In short, we help our clients put their entire financial lives in order and keep them that way. We promote open communication with our clients to help us better serve their needs. Our employees take pride in representing our company and develop ongoing, trusting relationships with our clients that often span years, or even decades.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. We invite you to review the material on our website. If something prompts a question, or you would like to learn more, send us an email or call the office.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.