10 South Main Street,
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 or unexpected situations arise, 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. Unlike other firms that might randomly assign you an advisor or put you in a program with a “cookie cutter” portfolio, you are never just an account number to us. In an era where customer service is becoming an antiquated notion, we make a point of building a one-on-one relationship. All our energy, commitment, and efforts are focused on you, the client, and your long-term success. Let’s talk about how we can help you.
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 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...
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...
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 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 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...