Erik Barnes
CFP®
Retirement Portfolio Partners
Founder, Financial Planner
Erik Barnes
CFP®
Retirement Portfolio Partners
Founder, Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice and deliver massive value to your financial life. Smarter Planning. Smarter Portfolios. Smarter Fees. - Erik Barnes, CFP®
Fee-Only financial planner located in Naperville, IL, serving clients locally and across the country
Smarter Planning. Smarter Portfolios. Smarter Fees.
Retirement Portfoli Partners is a Naperville, IL fee-only financial planner. Retirement Portfolio Partners specializes in assisting individuals and families achieve and maintain financial independence– whether that means retiring with confidence, starting a new venture, or shifting focus to giving back.
Our flat fee business model puts us squarely on the same side of the table as our clients, which inspires a high level of trust and collaboration. Our comprehensive approach will bring clarity to your financial picture and confidence in your path forward.
As a fee-only, fiduciary, and independent financial advisor, Erik Barnes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Erik Barnes is the founder and financial planner at Retirement Portfolio Partners in Naperville, IL.
As a CERTIFIED FINANCIAL PLANNER™ I am committed to the highest standards of excellence and professionalism in the industry. I help optimize the financial lives of busy professionals and retirees around the country. I have spent my entire career in the financial planning industry, helping clients plan for retirement, manage their portfolios and create a legacy and achieve lifetimes goals. Over that time I found that the families I most enjoy working with are those at or nearing retirement because there are so many areas that I can contribute to their success. I help my clients answer the variety of questions that arise throughout the retirement planning process such as:
- Can I afford to retire?
- How do I create a paycheck from my portfolio?
- Am I invested the right way for retirement?
- Do I overpay in taxes?
- Can I reduce threats to my retirement?
I’m a proud member of the following professional organizations:
- CFP® Board
- Financial Planning Association (FPA)
- XYPN Network
- Fee-Only Network
While I’m not busy in the office crafting financial plans, you can find me fishing with my wife and 3 kids in Hayward, Wi, relaxing at the beach in Indian Rocks Beach, FL, attempting to try every steak burrito ever made or reading the next book on my list.
Smarter Planning. Smarter Portfolios. Smarter Fees.
Welcome! 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.
Read our FAQs
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Erik Barnes is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Erik Barnes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Erik Barnes is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Erik Barnes is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Retirement Portfolio Partners is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Erik Barnes
Office Locations:
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27475 Ferry Road
Warrenville, IL 60555 -
1755 Park Street
Suite 200
Naperville, IL 60563
