This section of the brochure tells you about our business, including ownership, and a description of the services we offer. Barker Wealth Management, LLC is referred to in this document as “Barker Wealth Management,” “Company,” “us,” “we,” and “our.” In this document we refer to current and prospective clients of Barker Wealth Management as “you,” “client,” and “your.” Barker Wealth Management was created and registered as an investment advisor in 2015 and is owned by G. Scott Barker. Our Offices are located in Camas, Washington. Types of Advisory Services Investment Supervisory Services Clients enter into a written Investment Advisory Agreement where Barker Wealth Management and our investment advisor representatives provide asset management services on a continuous and ongoing basis guided by the individual investment needs and objectives of the client. Using the information provided by you, the investment advice provided to you is tailored to your individual situation. We regularly inquire about, and you are responsible for providing, information about your investment goals, time horizon, and risk tolerance. Investment supervisory services are generally not provided to all your holdings or net worth, but rather only to assets and accounts specifically designated by you and agreed to by us as managed assets. When you engage us for these services you will be required to grant us ongoing and continuous discretionary authority to execute our investment recommendations directly within your account held at the custodian without obtaining your specific consent prior to each transaction. Please see Item 16, “Investment Discretion,” below for more further details regarding the scope of our discretionary authority. Financial Planning and Consulting Clients who engage us for these services receive a consultation to discuss their unique financial circumstances, investment objectives and needs, tolerance for risk, time horizon for investments, and any particular issues of financial concern. We will review pertinent financial documents and information provided by the client and present the client with our recommendations. Typically, our recommendations will include a summary of the client’s financial circumstances and a course of actions and/or investment recommendations designed to assist the client in achieving the client’s stated financial goals. Our financial planning and consulting recommendations and any written financial plan or report we may provide the client under a financial planning agreement is not updated or reviewed following its initial delivery to the client, unless we specifically agree otherwise. Financial planning and consulting services are non-discretionary in nature. The client retains the sole discretion to accept or reject any of our recommendations, in whole or in part, and is responsible for the implementation of any recommended investments (including the selection of service providers in connection therewith) and for their ongoing monitoring. Upon request, we may assist the client with implementation of our financial recommendations - additional fees may apply. Clients are never obligated to use our firm for implementation services and are never charged more than $1,200 six (6) or more months in advance in connection with our financial planning and consulting services. Some, but not all clients are provided with a written financial plan. If you receive a written plan as part of these services, we will attempt to provide you with an estimate of future growth in your net-worth and income. All tax sensitive reports are provided to you as estimates of future income and estate tax liabilities. These tax sensitive reports are based on current federal and applicable state laws regarding taxation. Federal and state tax laws are subject to change and interpretation. All reports, financial statement projections, tax liability estimates and analysis are intended exclusively for your use in developing and implementing your financial plan. In view of this limited purpose, un-audited data is collected and used to produce your financial plan, therefore, any report, financial statement or analysis is to be considered un-audited as well. Accordingly, you should understand that such financial statements cannot be used as a representation of wealth, to obtain credit, or for any other purpose, other than developing a financial plan. Barker Wealth Management will not audit (examine), review or compile such statements and accordingly, Barker Wealth Management will not express an opinion or other form of assurance on these financial statements, including the reasonableness of assumptions and other data on which any financial statements or projections are based. There will be differences between projected estimates and the actual results of the plan, because events and circumstances frequently do not occur as expected. Investment returns in particular are most volatile and the probability of estimates coming close to actual results decline with a reduction in the investment-holding period. Barker Wealth Management does not in any way represent or imply that the investment returns will be similar to estimates projected in your financial plan. The estimates reflect the historical returns of the various asset classes, and the past performance of these asset classes does not guarantee that future results

of these asset classes or your investments will be similar. Barker Wealth Management uses a proactive investment strategy; therefore, the actual returns of your portfolio will differ from the financial plan projections. The financial plan is highly dependent on certain economic assumptions about the future. Therefore, the client should establish familiarity with historical data regarding key assumptions such as inflation and investment rates of return, as well as, an understanding of how significantly these assumptions affect the results of our analyses. We will not express any assurance as to the accuracy or reasonableness of your specific data and your assumptions. You are ultimately responsible for the assumptions and personal data that you provide and upon which our procedures and projections are based. The financial plan assumptions and reports are primarily a tool to alert clients to certain possibilities. The reports are not intended to nor do they provide any guaranty about future events including an individual’s investment returns. As described, the implementation of the plan is solely your responsibility. The financial plans provided for some of our clients do not address all potential aspects of financial planning. Typically, our plans address retirement planning, college funding, and estate planning. Risk management issues such as life, health, disability, and long-term care insurance are not always addressed in every financial plan, and you are encouraged to ask specifically about these issues. Our financial plans are not intended to nor should they be considered to be advice about law or your legal rights and responsibilities, accounting or tax planning, the avoidance of tax penalties or interest or preparation of your tax return. We do not provide legal or tax advice of any kind. You are encouraged to seek competent legal and tax advice before implementing any recommendation made in a written financial plan. Retirement Plan Consulting Services We offer retirement plan consulting services to qualified retirement plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor or named fiduciary. In general, these services may include a review of an existing plan, formulation of the investment policy statement, assistance selecting and monitoring plan service providers and/or investments, recommendations regarding investment selection, on-going consulting, portfolio management services, and participant enrollment and investment education services. Where retirement plan consulting services are provided to a plan regulated under ERISA, we will provide services to the plan sponsor and/or named fiduciaries as described above for the fees set forth in Item 5 of this brochure. In providing services to any plan and its underlying participants, our status is that of an investment advisor registered under the Investment Advisers Act of 1940. We are not subject to any disqualifications under Section 411 of the Employee Retirement Income Security Act of 1974 (“ERISA”). We may offer fiduciary services acting as a fiduciary of the plan as defined in ERISA Section 3(21), or as an investment manager as defined in ERISA Section 3(38). In all cases, disclosure of our status under ERISA when providing these services will be clearly set forth in a written advisory agreement with the client. If there is any discrepancy between the disclosures in this paragraph and the agreement, the agreement shall govern. Types of Investments Used We consider many different types of securities when formulating the investment advice we provide to you. If you come to us with existing investments, we evaluate them with respect to your financial goals, risk tolerance, and investment time horizon. Depending upon your situation, your account(s) managed by us may contain individual stocks, corporate and/or government bonds, mutual funds, or exchange traded funds (“ETFs”). In some situations, we may recommend that real estate be part of your investment portfolio. Tailored Services and Investment Restrictions We attempt to tailor your investment portfolio to your situation as you have described it to us. This is why it is so important that you promptly advise us throughout our relationship about changes to your financial situation, goals, or investment time horizon. You may impose restrictions on investing in certain securities or types of securities. You must clearly identify these restrictions in writing to us. Non-Transaction Fee (NTF) Mutual Funds When selecting investments for our clients’ portfolios we might choose mutual funds on your account custodian’s Non-Transaction Fee (NTF) list. This means that your account custodian will not charge a transaction fee or commission associated with the purchase or sale of the mutual fund. The mutual fund companies that choose to participate in your custodian’s NTF fund program pay a fee to be included in the NTF program. The fee that a mutual fund company pays to participate in the program is ultimately borne by the owners of the mutual fund including clients of Barker Wealth Management. Assets Under Management Barker Wealth Management currently manages approximately $155,363,779 of client funds on a discretionary basis and $4,235,747 on a non-discretionary basis. These totals were calculated as of December 31, 2023.