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®
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 And I certainly did not want to pay for that type of financial advice by having the price of a new car withdrawn from our investment accounts every year to pay the 1% fee.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
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David E. Barfield is a NAPFA-Registered Financial AdvisorThe 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.
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David E. Barfield is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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David E. Barfield is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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David E. Barfield is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact David E. Barfield
Office Locations:
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By Appointment Only
Canton, GA 30115
