Erik Barnes - Retirement Portfolio Partners

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.