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Erik Barnes, CFP®

Providing tax-efficient retirement planning and investment management for a flat

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Retirement Portfolio Partners Erik Barnes, CFP®
Naperville, Illinois

Serving Clients Nationwide

Providing tax-efficient retirement planning and investment management for a flat

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630-560-4880

Website

Areas of Focus

  • Employee Stock Options
  • Investment Management
  • Retirement Planning
  • Money Psychology
  • Retiring Early (F.I.R.E)
  • Social Security
  • Taxes

About Me

Hi. I'm Erik Barnes. With almost more than decade of experience in financial planning, I bring my experience and perspective to the table as an extra set of eyes for your finances. With my education, experience, and attentive nature on your side, you can become more confident in your own financial path.

I’m a native Chicagoan and I’ve spent over half of my career working for large wealth management firms. They spent more time talking about how to make the firm more money than how to make clients more money. I wanted to change that.

In 2012, I launched Retirement Portfolio Partners. Now I can devote more time to fewer clients to deliver a superior client experience as a CFP® professional working with my clients on the same side of the table. I help my clients answer questions like:

Can I afford to retire?
Is my portfolio suitable for retirement?
Can I eliminate or at least reduce threats to my retirement?

I’m have a B.A. in Economics from North Central College and a graduate of the Executive Financial Planner program at Bryant University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • XY Planning Network

Primary Location

1755 Park Street, Naperville, IL 60563, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a quick introductory meeting to answer your questions about retirement, investment, or tax planning. You don't need anything, but oftentimes people have a list of questions ready to ask us or have access to info on their 401(k), statements, pension, Social Security, etc. There is no cost. We'll call you. This phone call will give us both a chance to make sure your situation matches our expertise. You probably have a lot of questions, and so do we. This meeting is designed to make sure we are compatible to work together. Just an honest conversation.

Offers Investment Management

Yes

About our Firm

Retirement Portfolio Partners is a fee-only financial planning and investment management firm.

I started Retirement Portfolio Partners with the goal of elevating the standard of financial planning. I entered the financial world wanting to make a difference in clients' lives, only to find out that the "financial advisor" positions at the big firms were more focused on sales than helping people.

The purpose of Retirement Portfolio Partners is to provide a better solution for people seeking expert, objective advice. Now I devote more time to fewer clients to deliver a superior client experience.

The firm’s philosophy is centered around low costs, financial planning before investment decisions, tax management, and fair dealing with clients, as reflected in our flat annual retainer fee structure. We are committed to the financial planning process as a precursor to asset management. Investment policy for each client is an important process and will be integrated around specific and personal financial goals.

Education

B.A. in Economics, North Central College | Graduate of the Executive Financial Planner program at Bryant University

Badges

Hobbies and Interests

  • Beach
  • Board Games
  • Boating
  • Camping
  • Eating Out
  • Family
  • Fishing
  • Football
  • Movies
  • Reading
  • Relaxing
  • Sports
  • Swimming
  • Television

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/5199473

Who We Serve

  • Airline Pilots
  • Attorneys
  • Baby Boomers
  • Blended Family
  • Business Owners
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Investors
  • Living in Retirement
  • Parents
  • Physicians
  • Technology Professionals

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.

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