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Our mission at Barfield Wealth Management is to help you create a clearly defined vision of your financial goals and guide you along a path that leads you to success.

We combine a personalized "small town" approach with fully comprehensive financial planning to realize your goals.

Eight Wealth Management Issues

Whether your wealth is valued at $100,000 or $10,000,000 it is important that you actively address the issues that managing wealth presents.  In order to prepare a secure financial future for you and your loved ones, 8 key wealth management issues must be properly addressed.  Each issue is interrelated and works as a balancing scale; an adjustment to one, directly affects all of the others.  Without properly addressing these issues, you may find your finances out of balance. 


Are these 8 Wealth Management Issues being handled within your current financial plan?

  • Investment Management
  • Cash Flow & Debt Management
  • Risk Management
  • Retirement Planning
  • Tax Planning
  • Education Planning
  • Estate Planning
  • Special Situations Planning