Team of Experts
At Barker Wealth Management, LLC we understand that superior client advice comes with superior strategic partners. This is why we have partnered with some of the most widely respected experts, individuals, and companies in our industry.
These strategic partners bring our clients investment innovation, technology, efficiency, and expertise, which allows us to concentrate on what we do best: providing our clients expert advice. Much like a general contractor who uses strategic partners to build a complex structure, we coordinate advice and make sure every aspect of your plan works in harmony.
Like many professions, the role of a financial planner often requires wearing many hats. Duties such as managing portfolios, trading, administration, operations, and compliance, to name a few, require a significant amount of time, resources and energy. As most of those activities are non-client facing activities we find we’re most productive and of greatest value to our clients when we can outsource certain functions to a team of specialists.
