David E. Barfield

CFP®

Datapoint Financial Planning, LLC

Founder / Financial Planner

David E. Barfield

CFP®

Datapoint Financial Planning, LLC

Founder / Financial Planner

Datapoint Financial Planning is a tech-enabled, independent financial planning firm providing FLAT FEE advice primarily to technology professionals, engineers, and do-it-yourself investors. We use a data-driven, agile approach to develop the right strategy to help you achieve your unique set of goals and priorities. - David E. Barfield, CFP®

470-695-0444

Flat-Fee, Advice-Only Financial Planning

David Barfield is an Atlanta, GA area fee-only financial planner located in Canton, and serving the Marietta, Alpharetta, and Atlanta region. Datapoint Financial Planning, LLC provides comprehensive data-driven financial planning to help tech professionals, engineers and do-it-yourself investors organize, grow and protect their assets through life’s transitions. As a flat-fee, fiduciary, and independent financial advisor, David Barfield is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I’m David E. Barfield, a fee-only, fiduciary financial planner and former career technology professional.  I specialize in working with tech professionals, engineers, do-it-yourself investors, and data-driven researchers like myself.

After twenty years in the tech industry and achieving the financial freedom my wife and I had been working and planning for, I found myself looking for two things: a financial advisor to look over my shoulder and give me a second opinion, and a passion to pursue for the next twenty years in “retirement.”  But here’s the problem…every advisor I called wanted to know how much money we had to invest, and they all wanted to charge us a percentage of those assets for “financial planning.”  That didn’t really sound like financial planning to me.  It sounded like investment management, which was the one thing I didn’t need help with.  I needed all the other stuff, like a comprehensive view of our financial life to make sure we didn’t have any gaps that could derail our plans.  And I certainly did not want to pay for that type of financial advice by having the price of a new car withdrawn from our investment accounts every year to pay the 1% fee.  That just seemed out of line with what I was looking for.  So, I spent the next five years researching (as tech professionals tend to do) all things financial planning.  In the process, I became a Certified Financial Planner™ Professional and discovered the passion I would pursue over the second half of my professional life.

So, what I do today is provide simple, straightforward, data-driven financial advice to analytical, detail-oriented folks like myself, and I use a transparent upfront planning fee and monthly retainer pricing model that doesn’t fluctuate based on investable assets.

I love what I do, which is helping early and mid-career tech professionals and engineers plan for and achieve financial freedom…it’s more like a hobby than a job.

David E. Barfield is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Datapoint Financial Planning is a tech-enabled, independent financial planning firm providing fee-only advice primarily to technology professionals and engineers

We use a data-driven, agile approach to develop the right strategy to help you achieve your unique set of goals and priorities.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Employee Benefits Analysis

Ideal Clients

  • Technology Professionals
  • Engineers
  • Do-it-yourself Investors
  • Retirees and Near Retirees
  • Growing Families

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact David E. Barfield

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Office Locations:

  • By Appointment Only
    Canton, GA 30115

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