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 Strategies’ President and Chief Executive Officer, Craig Walker, founded the company in 1997. Craig has a...

Financial Advisor

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

Financial Planning Associate

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

Operations Associate

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

Client Service Associate

Mayra Favela joined Walker Wealth in 2021 as a Client Service Associate. Mayra recently received her Bachelor of Arts in...

Our Services

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

Contact Walker Wealth

Blogs

You’ve probably heard the myth that Social Security won’t exist by the time you’re ready to retire – and it turns out that nearly 42% of those not yet retired expect to receive no Social Security benefits when they exit the workforce, a Pew Research Center poll shows. The good news is that this is indeed a myth. Social Security funds come from taxes collected from working Americans, interest on bonds, and taxes on some...
Automated Investing vs. Human Guidance When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? A financial advisor is a professional specializing in financial planning, wealth management and other personal finance services. On the other hand, a robo-advisor is a digital platform that uses algorithms to invest with very little human supervision. Since the launch of the first robo-advisors during...
Financial Conversation Tips for Couples Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and habits is key to a strong relationship. And open communication about these topics can help you and your partner work as a team toward common financial goals. How to talk about money and which topics to focus on will likely change as you grow together...