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The Barfield Group, Inc.

Plano, United States (US) · Finance and Banking

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#business owner consulting

#succession planning

#investment management

#retirement planning

The Barfield Group, Inc. is a Finance and Banking company based in Plano, United States (US), founded in 1990, with 2-10 employees. The Barfield Group, Inc.'s profile is verified on Enterprise League.

Overview

The Barfield Group is a leading business and financial advisory firm based in Plano, Texas, specializing in Business Owner Consulting and Succession Planning. For over 30 years, we’ve supported business owners through critical transitions, including Exit and Transition Planning, Mergers & Acquisitions, and Investment Management. Our approach centers on providing tailored strategies to ensure a smooth and profitable future for our clients.

We help families preserve wealth and build lasting legacies, offering comprehensive solutions for Retirement Planning and navigating complex financial landscapes. Founded in 1990, The Barfield Group has a proven track record of guiding businesses through significant milestones, fostering long-term relationships built on trust and expertise.
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Contact Details

info@thebarfieldgroup.com

Plano, United States (US), P.O. Box 861900

Founded

1990

Company Type

Private Limited Company

Employees

2-10

Categories

Portfolio Management
Wealth Management
Asset Management

Keywords

#business owner consulting

#succession planning

#investment management

#retirement planning

Awards

• 2026 OpenSee all

Services

Default Product Image
Succession Planning
Asset Management

Dedicated support for business owners looking to plan for the future of their company, including identifying and training successors, developing transition plans, and ensuring a seamless transfer of ownership.

N/A

Default Product Image
Business Owner Consulting
Asset Management

Comprehensive consulting services designed to help business owners assess their current situation, identify opportunities for growth, and develop strategies for long-term success. We provide guidance on operational efficiency, strategic planning, and financial management.

N/A

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