Thirty Years of TrustedWealth Management in the South.
Founded in 1996 in Oxford, Mississippi — long before it was fashionable — Barfield Wealth Management has served individuals, families, and business owners with one consistent promise: your financial future deserves expert, personal attention.
A CPA who chose to plan, not just file.
Daniel Barfield started his career as a CPA. That background — the tax code, the numbers, the discipline — shaped everything about how we approach wealth management today. Most financial advisors focus on returns. We focus on what you keep.
In 1996, Daniel founded Barfield Wealth Management in Oxford, Mississippi, with a simple belief: clients deserve an advisor who thinks like an accountant and plans like a strategist.
Three decades later, that founding belief still drives every client engagement. We’ve grown beyond Oxford to Dallas and Larose, but the philosophy is unchanged.
“We believe the best financial plan is the one that survives first contact with the tax code.”
Protecting Your Family’s Wealth for Generations.
Since 1996, Barfield Wealth Management has been built around one idea: clients deserve an advisor they can call by name, who understands their full financial picture, and who will still be there in ten years.
Lasting Relationships
We measure success in decades, not quarters. Most of our clients have been with us for 10, 15, 20+ years.
Personal Attention
When you call, you reach a senior advisor — not a call center. That's been true since 1996.
Clear Communication
No jargon. No confusion. We believe you should understand every decision we make together.
A rare combination. A different way of thinking.
The Certified Financial Planner designation ensures we know how to plan. The CPA designation ensures we know the tax implications of every decision. Together, they mean you get a wealth manager who never loses sight of what you actually take home.
That dual lens shows up in every recommendation we make — from asset location and tax-loss harvesting to Roth conversion windows and qualified business income optimization. We don’t hand off the tax conversation to your accountant. We start there.
Your assets are held at Schwab — one of the most trusted custodians in the industry — not with us. That’s an important distinction.
of financial advisors in the United States hold both the CPA and CFP® designations.
What it means to be a multi-family office.
A multi-family office provides the kind of comprehensive, coordinated financial management traditionally reserved for the ultra-wealthy — applied to successful families, business owners, and individuals with significant assets. At Barfield, that means investment management, tax strategy, estate planning, and retirement planning all working in concert, not in silos.
Investment Management
Disciplined, evidence-based portfolios built around your goals and tax situation.
Tax Strategy
Proactive planning that runs every decision through a tax lens before execution.
Estate Planning
Coordinated wealth transfer strategy with your attorneys and trustees.
Retirement Planning
Income, distribution, and Social Security strategy aligned to your timeline.
Boutique service. Institutional backbone.
We deliberately built Barfield on top of the strongest possible infrastructure. Your assets sit with one of the world’s most respected custodians, reported through one of the most established performance platforms, and overseen by a registered investment advisor — so the only thing left for us to focus on is you.
Advisor Resource Council
We operate as a DBA of Advisor Resource Council (ARC), a registered investment advisor. That affiliation gives our clients access to institutional research, compliance infrastructure, and trading resources — while we maintain the personalized service of a boutique firm.
Charles Schwab
All client assets are custodied at Schwab — one of the most trusted institutions in the industry. We never take custody of your money. You retain direct online access and statements from Schwab at all times.
Orion (ARC View)
Our clients use Orion — known internally as ARC View — for performance reporting, document storage, and a consolidated view of their wealth across accounts. It is the same reporting platform used by some of the largest RIAs in the country.
Three decades in. Still answering the phone ourselves.
If our story resonates, the next step is a short conversation. No pressure, no pitch — just an honest discussion about where you are and where you want to go.