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

The start of a new year is a great time for introspection and evaluating the areas of your life you want to improve. When setting New Year’s resolutions, individuals often think about their career or physical health, but financial wellness is just as important. It’s no surprise then that January is Financial Wellness Month. Financial wellness is a personal journey toward a healthy relationship with money, including setting and striving for financial goals and feeling...
Craig Walker |
Categories
Building a portfolio is a big effort. It requires considering your goals, time horizon, and risk tolerance. Once that’s settled, you’ll have to choose investments that match these criteria. And this is only the beginning. Portfolios require regular monitoring and performance evaluation to ensure that the assets you own are still working together to help you reach your financial goals. There are several ways to determine how well your investments are doing. Here are three...
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan. Here is a look at the situations that may call for revisiting financial goals and steps to consider to adjust your long-term plan. Changes in the family...