Barker Financial Group, Inc. in Burlington, MA is a firm of seasoned advisors in asset management and financial planning. Jim Barker is on the left with his team including Paul Chern and Allison Augustus. Hollis Purdy Carlisle, Janet Mayhew, Bonnie TenPas, and Chris Sadkowski complete the advisory group.
We provide a comprehensive approach to addressing the financial and wealth management needs of individuals, corporations, and non-profit organizations.
Our focus is always on the clients’ concerns, challenges and goals.
- Individuals and families often want to address ways to prudently
increase their assets during wealth-building years using a financial
plan, and then to utilize and preserve funds during the leisure
years.
- Businesses and organizations are typically interested in structuring and offering benefit plans that will meet the needs of the employees, as well as securing our professional assistance in managing these portfolios.
At
Barker Financial Group, Inc. we offer a complimentary
consultation in order to meet and talk about your unique wealth management issues,
or those of your company. There is no obligation and we do
not sell financial products.
You are invited to contact us at inquiry@BarkerFinancialGroup.com, and we will be pleased to arrange an initial meeting with no pressure, no selling, and only straight answers.
Don't need a full financial plan?
Sample our work with these flat fee reviews:
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