Business Details
30 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Barfield Wealth Management, we have dedicated ourselves to helping individuals and businesses achieve their financial goals since 1996. Our approach combines personalized service with comprehensive financial planning, ensuring each client receives tailored strategies that align with their unique vision. Our team of experienced professionals holds prestigious certifications such as CPA and CFP, reflecting our commitment to expertise and ethical standards. We prioritize building lasting relationships, offering clear explanations of complex financial products to empower informed decision-making. With a focus on transparency and client-centric solutions, we guide clients through wealth management challenges while maintaining a small-town approach to service.Our mission is to transform your wealth experience through cohesively structured plans that address both short- and long-term objectives. By partnering with leading financial institutions, we provide access to a broad range of investment and insurance products designed to meet diverse needs. Our dedication to continuous education ensures we remain at the forefront of industry trends, delivering innovative solutions grounded in proven methodologies. We measure success by our clients' ability to pursue financial independence with confidence, supported by our unwavering commitment to their prosperity.
Services
Financial Planning
Investment Advice
Wealth Management
Retirement Planning
Insurance Products
Details
- Year established: 1996
Highlights and features
- We offer personalized financial planning tailored to individual client needs.
- Our team holds prestigious certifications including CPA and CFP designations.
- We combine small-town service with comprehensive wealth management expertise.
- We provide clear explanations of complex financial products and strategies.
- We develop lasting relationships to better understand client financial goals.
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps to help clients achieve their financial objectives. We analyze current financial status, risk tolerance, and long-term goals to develop actionable plans that address investment strategies, tax optimization, and estate planning. With a focus on clear communication, we ensure clients understand how each component contributes to their overall financial success while maintaining flexibility to adapt to changing circumstances.
Investment Advice
We provide personalized investment advice tailored to individual risk profiles and financial goals. Our strategies incorporate diversified portfolios using various asset classes while emphasizing risk management principles. Through ongoing monitoring and rebalancing, we help clients maintain alignment with their objectives while navigating market fluctuations. Our recommendations consider both short-term needs and long-term growth potential, ensuring a balanced approach to wealth accumulation.
Wealth Management
Our wealth management service integrates multiple financial disciplines to preserve and grow client assets. This holistic approach addresses investment management, tax planning, and intergenerational wealth transfer strategies. We work closely with clients to understand their complete financial picture, developing coordinated solutions that optimize resource allocation. By focusing on long-term sustainability, we help clients build resilient financial frameworks that withstand economic changes while supporting their lifestyle objectives.
Retirement Planning
We specialize in creating retirement plans that ensure financial security during life's next chapter. Our approach evaluates current savings, projected expenses, and income sources to determine optimal withdrawal strategies. We help clients navigate Social Security optimization, pension options, and tax-efficient distributions while addressing longevity concerns. Through scenario analysis, we prepare clients for various retirement timelines and potential healthcare costs, ensuring confidence in their post-career financial stability.
Insurance Products
We offer insurance solutions designed to protect clients' financial well-being against unexpected events. Our services include life, disability, and long-term care insurance evaluations to determine appropriate coverage levels. We work with multiple providers to find policies that align with individual needs while maintaining cost-effectiveness. Our approach ensures clients have adequate protection without over-insuring, balancing risk management with overall financial planning objectives to safeguard both personal and business assets.
People
Daniel Barfield
Founder & Private Wealth Advisor
Daniel Barfield established Barfield Wealth Management with over 25 years of financial advisory experience. As a Certified Public Accountant and Certified Financial Planner, he specializes in creating comprehensive wealth strategies for high-net-worth individuals and businesses.
Justin Childress
Private Wealth Advisor
Justin Childress brings extensive portfolio management expertise to clients as a Certified Financial Planner. With a focus on investment strategy and tax-efficient planning, he helps clients optimize their financial resources while maintaining disciplined risk management practices.
Jade Doleac
Private Client Associate
Jade Doleac supports client relationships with attention to detail and personalized service. Her role involves coordinating financial planning initiatives and ensuring seamless communication between clients and the advisory team to maintain exceptional service standards.
CJ Williams
Private Client Associate
CJ Williams assists in delivering tailored financial solutions to clients. He focuses on operational efficiency and client support, working closely with advisors to implement strategic plans while maintaining compliance with regulatory requirements.
Questions
What services does Barfield Wealth Management offer?
We provide financial planning, investment advice, wealth management, retirement planning, and insurance product evaluations tailored to individual client needs.
How do you work with clients?
We develop personalized financial strategies through comprehensive analysis of client goals, risk tolerance, and current financial status during initial consultations.
What fees are associated with your services?
Our fees are detailed in ADV Part 2 disclosures and vary based on the specific services and investment strategies implemented for each client.
Are investments guaranteed?
No investments carry guarantees. We provide risk assessments and explain potential outcomes while emphasizing diversification principles in portfolio construction.
