My Mission

 

Provide Wealth Management advice, while protecting your family and giving you peace of mind.

 

Welcome from Patrick Barker

According to a survey from GoBankingRates, 1 in every 3 Americans has saved $0 for retirement!

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

Achieving financial security takes more than creating a comprehensive plan; you also need to take action on your plan, evaluate the plan annually, and make strategic adjustments over time.  Together, we’ll create a timeline to help protect you and your family as well as help you create a roadmap to help you reach your long-term savings goals.

Patrick R Barker, CFP®, CLU®, ChFC®, MSF

Wealth Management Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck