David Barfield, CFP®

FLAT-FEE financial advice for Millennial and Gen Z tech pros and business owners

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Datapoint Financial Planning David Barfield, CFP®
Canton, Georgia

Serving Clients Nationwide

FLAT-FEE financial advice for Millennial and Gen Z tech pros and business owners

Areas of Focus

  • Employee Benefits
  • Employee Stock Options
  • Equity Compensation Options
  • Investing
  • Retiring Early (F.I.R.E)

About Me

Hi, I’m David E. Barfield, a FLAT-FEE, advice-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 And I certainly did not want to pay for that type of financial advice by having the price of a new car withdrawn from our investment accounts every year to pay the 1% fee.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.

On the personal side of things…my wife, Robin, and I are active members of the First Baptist Church of Woodstock. We are both fitness fanatics, and we enjoy spending time with our neighbors in our socially active community in the Hickory Flat area of Canton. Our son, Daryl, owns and operates a thriving tree service business in Central Florida.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Georgia

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Advice-Only
  • Flat Fee
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free consultation. We'll use this time to get to know each other, discuss your initial questions, and decide if we're a good fit to work together going forward. I look forward to speaking with you.

About our Firm

Datapoint Financial Planning is a tech-enabled, independent financial planning firm providing flat-fee 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.

Why Datapoint Financial Planning?

✅ Fiduciary: Legally required to act in your best interest. Always.

✅ Flat-Fee and Advice-Only: We only get paid directly by our clients. They pay us for our expertise and advice, help with implementation of that advice, and ongoing support. Period.

✅ Transparency: The cost to work with us is published on our website with straightforward, easy-to-understand pricing.

Education

University of Georgia - Terry College of Business, Bachelor of Business Administration, Finance

Badges

Hobbies and Interests

  • Church
  • Exercising
  • Family
  • Traveling
  • Working Out

Who We Serve

  • Business Owners
  • DIY Investors
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Real Estate Investors
  • Technology Professionals
  • Young Families

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