Prosperity, Made Personal
Family looks after family — and ours will look after yours. For nearly four decades, Barker Wealth Management Group of Wells Fargo Advisors has served as the first call clients make for heartfelt help with all things related to their financial security.
What Can We Do For You?Award-Winning Guidance
Our team is proud to be recognized for the level and quality of service that strives to make a difference in our clients’ lives.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Who We Help
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Who want to make better decisions about their livelihood |
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Who want to feel empowered with their financial potential |
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Who want to make smarter decisions with their equity |
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Who want to keep more of what they’ve worked so long to save |
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Who want help securing their long-term viability |
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Who want a guide with experience helping their co-workers navigate retirement plan opportunities |
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Who want advice specific to their careers and earnings |
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Who want to make better decisions about their livelihood |
|
Who want to feel empowered with their financial potential |
|
Who want to make smarter decisions with their equity |
|
Who want to keep more of what they’ve worked so long to save |
|
Who want help securing their long-term viability |
|
Who want a guide with experience helping their co-workers navigate retirement plan opportunities |
|
Who want advice specific to their careers and earnings |
Managing Wealth Runs in Our Family
Many families talk about their day over dinner. Ours discusses macroeconomics and market developments. We believe these conversations align our perspectives and spur our mission of helping clients run toward their future guided by an investing plan made just for them.
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Working with Us Means You Have Access to Financial Advisors That:
Think long-term about your long-term goals Use the latest technology and tools, like eMoney, to amplify your investment plan Aim to promote your multi-generational success Have helped hundreds of families and individuals Prioritize professional development by earning the CERTIFIED FINANCIAL PLANNER® certification, which Tracy & Brooke both holdNo Investing Templates. Just Personalized Service.
You have different goals than everyone else. To help you achieve them, we will put your assets to work in our Barker High-Quality Growth Model Portfolio, a completely original mix of stocks selected through in-depth research, analysis and screening criteria.
We are able to offer this investment option to advisory clients due to our completion of the Private Investment Management® (PIM) program — an accomplishment held by only a fraction of Wells Fargo Advisors.
Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. They do not cover the ongoing fees and expenses of certain investments held in the account and customary brokerage charges may apply to non-program assets. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.
We’d Love to Learn More About You
Please contact us to schedule an informal “get to know you” session and see if working with our family makes sense for your investing aspirations.
