Independent, Fiduciary, Fee-based Wealth Management and Financial Planning

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

President

Walker Wealth’s President and Chief Executive Officer, Craig Walker, founded the company in 1997. Craig has a long track...

Financial Advisor

Dawn Bowman recently celebrated 21 years of dedicated service at Walker Wealth. She began her career at the company...

Financial Planning Associate

Carolynn Cox joined Walker Wealth in 2016 after several years of experience in accounting and operational roles in the...

Operations Associate

Sokny Vasquez joined Walker Wealth in 2017 after several years in the healthcare industry. She received her Bachelor of...

Our Services

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Walker Wealth

Blogs

Craig Walker |
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These tax-advantaged savings accounts can help you cover your health care expenses A health savings account (HSA) is a tax-advantaged savings account that allows individuals with high-deductible health plans to set money aside for medical expenses. These accounts offer unique tax benefits and can even be savings tools for retirement. What is a health savings account and how do you qualify? An HSA allows you to contribute pre-tax funds and make tax-free withdrawals to pay...
You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could change everything. An early retirement, or “voluntary severance,” offer is a financial incentive to resign that an employer may offer to senior employees when they need to reduce payroll costs. This voluntary package could be a boon, giving you the freedom to pursue other activities, or an unwanted complication throwing...
Craig Walker |
Categories
4 Risks That Can Impact Your Retirement Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors like longevity, rising medical costs and the ups and downs of the market can have an impact on your savings. But while you can’t plan for the unexpected per se, there are ways you can manage these risks and protect your retirement income. Here’s a look at four common retirement...