Our company was founded for one purpose: Helping our clients make the best possible financial decisions. We do this through a specific process of detailed financial planning, careful investment management and regular review meetings. We partner with industry leaders in technology and research and your other professional advisors to develop strategies that help you achieve your goals in a cost effective and tax efficient manner.
Barker Wealth Management, LLC is a Registered Investment Adviser firm in the States of Oregon and Washington. Prior to any advisory work conducted outside of those states, Barker Wealth Management, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
The BWM Advantage
Detailed Financial Planning
Custom Portfolio Management
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