Daniel Barfield, CPA, CFP®

Private Wealth Advisor

Daniel has worked with individuals and families for over 27 years providing them a clearly defined vision of their financial goals and guiding them along the path that leads them to the financial success they desire and deserve. 

His clients success can be attributed to Daniel's insistence on addressing 8 key wealth management issues: Investment Management, Cash Flow & Debt Management, Risk Management, Retirement Planning, Tax Planning, Education Planning, Estate Planning and Special Situations Planning. He believes each issue is interrelated and works as a balancing scale; an adjustment to one, directly affects all the others.

In 2016, he and his wife founded Active Employee Benefits (AEB), an employee benefits consulting firm. AEB is dedicated to cultivating a partnership with their clients and acts as the primary advocate, advisor, and trusted consultant for their clients to deliver comprehensive employee benefits packages that may include Medical and Non-Medical employee benefit strategy consultation, Market Trend analytics and analysis, Affordable Care Act and compliance guidance, Employee communication and education, Human resources consultation, Wellness engagement, Retirement benefits, and Tax guidance.

Daniel and his wife, Abbe, along with their four children reside in Oxford, MS. They enjoy traveling to sporting events and experiencing new adventures. Daniel is also an active board member of the United Way.

He graduated from Delta State University in Cleveland, MS with a bachelor’s degree in Accounting and Business and subsequently earned his Certified Public Accountant (CPA) designation. Daniel is also a Certified Financial Planner (CFP®).