Daniel Barfield, CPA, CFP®
Founder & Private Wealth Advisor
27+ years guiding families through complex tax and wealth decisions.
Multi-Family Office · Est. 1996
Wealth Management
for the People
Who Built It.
Independent, fiduciary wealth management led by a CPA + CFP®. Oxford, MS · Dallas, TX · Larose, LA.
“We combine a personalized small‑town approach with fully comprehensive financial planning to realize your goals.”
30+
Years of Experience
Serving clients since 1996
3
Office Locations
Oxford · Dallas · Larose
CPA+CFP®
Dual Designation
Held by fewer than 5% of advisors
Schwab
Custodian
Institutional-grade security
OUR PHILOSOPHY
We Think About Wealth Through a Tax Lens First.
Daniel Barfield holds both the CPA and CFP® designations — a combination held by fewer than 5% of financial advisors in the country. That's not a credential. It's a philosophy. Before we build your portfolio, we build your tax strategy. Because the best investment in the world doesn't matter if the IRS takes half of it.
Every client relationship at Barfield starts with a tax conversation. It's how we were built.
WHAT WE DO
Three Pillars. One Plan.
01
Investment Management
Customized portfolios built for your goals, risk tolerance, and time horizon — managed with institutional-grade rigor through Schwab custody.
02Tax-Integrated Planning
Our CPA background means every investment decision runs through a tax filter first. More of what you earn stays with you and your family.
03Retirement & Estate
From accumulation to distribution, we design strategies that protect wealth during your lifetime and transfer it gracefully to the next generation.
FOR INDIVIDUALS & FAMILIES
You built the wealth. We'll protect it.
Whether you're navigating retirement, managing an inheritance, or planning for the next generation — we bring a dedicated team and a holistic strategy to every relationship.
Explore Individual ServicesFOR BUSINESS OWNERS
Your business is your biggest asset. Treat it that way.
We specialize in helping business owners separate business wealth from personal wealth, plan for exits, and build financial strategies that work on both sides of the ledger.
Explore Business ServicesTHE TEAM
Experienced. Credentialed. Dedicated to You.
Justin Childress, CFP®
Private Wealth Advisor & Portfolio Manager
Leading portfolio strategy and client planning across all three offices.
Jade Doleac
Private Client Associate
Operational backbone of every client relationship at Barfield.
Our team brings together 30+ years of combined experience in financial planning, portfolio management, and client services.
WHERE WE ARE
Three markets. The same standard of service.
Begin the Conversation
Ready to Build Something Lasting?
Schedule a complimentary 30-minute intro call with Daniel. No obligation, no pressure — just an honest conversation about your financial goals.