PwC Financial Planning

Strategies & Ideas

Since 2005, our team’s practice has focused on providing financial security and creating multi-generational wealth. We currently work with about 125 clients at PwC

A vast majority of the professionals we meet at PwC have completed some level of financial planning-either through the firm’s benefits and savings programs, on their own independently, or through a combination of the two. Our team is skilled at reviewing this planning, asking our clients detailed questions about the goals that are important for them to achieve, and coming back with a customized Financial Plan and recommendations designed to give them the best chance to reach their goals. Our planning is client-focused and geared towards building long-term relationships.

Areas of Expertise

Building deep and long-term relationships with our PwC clients, we provide tremendous value with:

  • Retirement & Education Planning, Analysis, & Management
  • Customizable Advisory Investment Management
  • Roth IRA planning
  • Supplemental Life Insurance Benefits
  • Pension Maximization Strategies
  • Checkpoint & Brokerage Simplification Program (BSP) Knowledge & Compliance
Patrick R. Barker

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

Wealth Management Advisor


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.