401(k) Advisory Services

Barker Wealth Management, LLC is an independent Registered Investment Adviser, which means that we work exclusively for you and assume the role of an ERISA fiduciary as an advisor to your plan. We strive to help you and your employees get the most out of your corporate retirement plans by providing objective recommendations and regular plan reviews. We operate exclusively as a fee-only firm and are paid in two ways: a flat fee engagement or as an asset-based management fee. 

Barker Wealth Management, LLC 401(k) Advisory Services:

  • Benchmarking your current 401(k) plan.
  • Ongoing plan reviews.
  • Review and design of Investment Policy Statement (IPS).
  • Managing employee investment education and communication.
  • Customized financial planning for employees.