About the Author

Disgusted with the realities and conflicts of interest of Wall Street investment firms, Dana Barfield left the institutional financial business to start his own firm in 1990. Since then he has helped dozens of business owners meaningfully increase the value of their companies, and hundreds of widowed and divorced women rebuild their financial security, through his wise counsel and industry leading investment management services. Avoiding fads and needless risk taking, while embracing sound financial concepts and practices, has produced a remarkable record of success for clients who have sought him out for the last 20 years.