Bringing the Barfield Standardto North Texas.
Our Dallas office extends the same personalized, comprehensive wealth management we've delivered in Oxford since 1996 to clients across the Dallas-Fort Worth metro.
A natural extension of how we practice.
Dallas represents a natural expansion for Barfield Wealth Management. The DFW metro is home to a growing community of business owners, executives, and high-net-worth families who deserve better than the transactional, product-driven approach offered by most large institutions.
Working with our Dallas clients, we deliver the same CPA + CFP® integrated planning, the same Schwab custody, and the same direct advisor access that has defined the Barfield experience since 1996.
Who We Serve in Dallas
- DFW-area business owners and entrepreneurs
- Executives and corporate professionals
- Families with investments across multiple states
- Clients seeking an independent, fiduciary advisor
Dallas, Texas
- Dallas, TexasBy appointment
- 662.236.6454
- Book a Dallas appointment
Our Dallas presence is by appointment. We meet clients at their offices, in a private meeting space in the metro, or by video conference.
An alternative to the wirehouse model.
In a market filled with large wirehouse advisors, we offer something different: independence, fiduciary responsibility, and a fee structure aligned with your success — not our commissions.
No proprietary products. No sales targets.
Your interest, always, in writing.
Fee-based — we win when you do.
Schedule a call with our Dallas team.
A 30-minute intro call is the fastest way to find out if we're the right fit for you. We're happy to meet at your office or by video — whatever works.