The People BehindYour Financial Future.
A small team with deep expertise. Every client works directly with senior advisors — not assistants, not call centers.
Daniel Barfield
Founder & Private Wealth Advisor
Daniel founded Barfield Wealth Management in Oxford, Mississippi in 1996 after beginning his career as a Certified Public Accountant. His background in tax law and financial accounting shapes every client engagement — he sees wealth management through a tax lens first.
As a Certified Financial Planner, Daniel provides comprehensive planning across investments, retirement, estate, and insurance. His dual designation — held by fewer than 5% of advisors nationally — gives clients a rare combination of technical depth and strategic vision.
Daniel is deeply rooted in the Oxford community and is known for building long-term relationships built on transparency and trust.
- Investment Management
- Tax Planning
- Retirement Strategy
- Estate Planning
- Business Owner Planning
Justin Childress
Private Wealth Advisor & Portfolio Manager
Justin joined Barfield Wealth Management as a Certified Financial Planner with a focus on portfolio management and comprehensive financial planning. He works directly with clients to develop and maintain investment strategies aligned with their long-term goals.
Justin brings a disciplined, evidence-based approach to portfolio construction — pairing global diversification with a deep awareness of tax efficiency, factor exposure, and downside risk.
- Portfolio Management
- Financial Planning
- Investment Strategy
Jade Doleac
Private Client Associate
Jade serves as the primary point of contact for Barfield clients, managing day-to-day client service, account coordination, and communication. Her attention to detail and client-first approach are central to the Barfield experience.
From paperwork and money movement to scheduling and reporting questions, Jade is the steady hand making sure nothing slips between the cracks.
- Client Services
- Account Management
- Client Relations
Small by design. Senior by default.
We intentionally keep our team small. That’s not a limitation — it’s a commitment. Every client at Barfield works with senior advisors, not associates or call centers. Your relationship isn’t managed. It’s built.
Talk to a senior advisor — not a gatekeeper.
When you reach out, you talk to Daniel or Justin directly. Schedule a complimentary intro call and see what a real conversation about your wealth feels like.