Erik Barnes (CFP®)

Erik Barnes focuses in the
following client markets or areas of practice:

Baby Boomers

Fixed Fee (Subscription, Retainer, etc.)

High Net Worth Client Needs

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

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. After helping hundreds of clients happily retire, he is excited about narrowing his focus and providing a higher level of service to his clients.

Additional Information

I’m a proud graduate of North Central College with a BA Economics and the Executive Financial Planner program at Bryant University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry. 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.