Skip to main content

Barker Financial Management

Fee-Only Financial Planning and Investment Advisory Services

Home
About Us
Contact Us
Site Map
Our Advantage
Complete Trust Solutions
Long Term Care Insurance
Request Financial Seminar
Roth IRA Conversions
Small Business Help
Company Officers
About Us
 
 
Barker Financial Management, Inc. is an independent, non-commission, Registered Investment Advisor offering personalized financial planning, investment advisory, and wealth management services to families, individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.  The foundation of our business is Trust, Integrity, Personal Service, and Performance.
 

We offer all clients a free one hour consultation to review your financial needs, goals, and objectives.  Please click on the Contact Us button to set up an appointment.

 

            Annapolis Office

Company history
 
The company was founded in 2003 and incorporated under the laws of the State of Maryland in 2006.  The firm was registered as an Investment Advisor in the State of Maryland by the Securities Division of the Maryland Attorney General on January 1, 2007.
Privacy Policies

The Firm views protecting its customers’ private information as a top priority and has instituted policies and procedures to ensure that customer information is kept private and secure. BFM also maintains physical, electronic, and procedural safeguards to protect its Client information.