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Erik Barnes | Financial Advisor

Profile img for Erik Barnes, financial advisor at Retirement Portfolio Partners
Warrenville, IL
Erik Barnes
Financial Advisor
Retirement Portfolio Partners

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Erik Barnes, CFP® is a Naperville, IL fee-only financial planner. He created Retirement Portfolio Partners (RPP) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. RPP helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. RPP meets physically with clients in Naperville, IL as well as virtually for out of state clients. Erik has been in the financial services industry for over 15 years beginning his career at Bank One (Now JP MORGAN CHASE) as an associate. From there he joined a large brokerage firm where he managed over 300 clients relationships. He created Retirement Portfolio Partners in 2012 with the goal of elevating the standard of financial planning. He previously taught retirement planning courses at colleges and universities through out the western suburbs of Chicago and serves on the police pension fund. Erik has a true passion for helping people navigate the complex waters of retirement so that they may live their best lives with the resources for which they’ve worked so hard. Planning for retirement can be confusing, but it doesn't have to be. While I'm not busy in the office crafting financial plans, you can find me: *Fishing and pontooning with my wife and 3 kids in Hayward, Wisconsin *Relaxing at the beach in Indian Rocks Beach, Florida *Attempting to try every steak burrito ever made *Reading the next book on my list.
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Specialties and Expertise

3
Tax Minimization Investment Strategies
Retirement Income
High Net Worth Planning

Clientele

3
Retirees
Surviving Spouses
High Net Worth Individuals

Credentials and Designations

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Certified Financial Planner™

Education

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North Central CollegeB.A. EconomicsYear Obtained: 2003
Quick Facts About Erik
Years of Experience:17 yearsMember since:2023

Services Provided

How I help my clients

Tax Planning

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Financial Planning

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Retirement Planning

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Investment Management

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Pricing Models

Flat Fee

Proof of License

SEC Profile
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Warrenville, IL
Erik Barnes
Financial Advisor
Retirement Portfolio Partners
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