Fiduciary advisors in Ridgefield, WA

Ridgefield, Washington

Barker Wealth Management serves retirees and near-retirees in southwestern Washington and Portland on a fee-only, fiduciary basis. The firm specializes in retirement income planning, tax strategy, and coordinated wealth management across estate and legacy considerations, with CFP® and CFA® credentialed professionals. The practice typically works with clients within five years of retirement who have accumulated at least $750,000 in retirement savings and seek ongoing advisory relationships.

Ridgefield, Washington

Flynn Financial Partners, based in Ridgefield, Washington, is led by Certified Financial Planner® Patrick Flynn, who has served clients for over two decades. The firm provides financial planning services tailored to retirees, pre-retirees, and business owners, addressing areas including retirement, investment, estate, and education planning. Flynn's approach emphasizes transparent communication and client education, presenting both potential benefits and drawbacks of proposed strategies so clients can make informed decisions. The planning process begins with a discovery meeting to assess fit, followed by analysis and strategy development aligned with client values, and ongoing plan implementation and adjustment.

Ridgefield, Washington

Powers Financial and Insurance Group is an insurance-focused firm in Ridgefield, Washington, with over 30 years in financial services and insurance. Led by Shannon, a Registered Social Security Analyst® (RSSA®) and licensed insurance agent, the firm specializes in Medicare planning—including Original Medicare enrollment, Medigap, Medicare Advantage, Prescription Drug Plans, and related coverage—across Washington, Oregon, California, Nevada, Arizona, and Colorado. The firm also provides personalized Social Security claiming analysis and guidance on overall financial planning, with no-cost initial consultations for Medicare navigation.