Our Story
Wealth Should Be Coordinated, Not Complicated.
BWF Financial was founded on a simple belief: families deserve more than financial products — they deserve a strategy for their entire financial life.
01
We Built BWF Financial Because the Gap Was Too Costly to Ignore
We saw too many successful professionals, entrepreneurs, and families doing many of the "right" things financially, yet everything was operating separately.
An insurance policy with one professional. Retirement accounts somewhere else. Investments managed independently. An estate plan sitting in a binder. Business assets disconnected from personal planning. And no central strategy connecting it all.
That gap became the foundation for Building Wealthy Families Financial Firm.
Our purpose is to help families move beyond fragmented financial decisions and build a coordinated framework for creating, protecting, managing, and transferring wealth.
"Generational wealth is not built by accident. It is built by design — with the right structure, the right strategy, and the right team protecting it at every stage."
02
Comprehensive Planning Is Where We Begin
We Look at the Entire Financial Picture
Our Full Comprehensive Financial Planning process allows us to look at the entire financial picture — not simply one account, policy, or investment. Because every financial decision affects another. Our role is to help ensure those decisions are working together toward the same destination.
Build
Protect
Grow
Why "Building Wealthy Families"?
Because wealth is bigger than money.
A truly wealthy family has created a framework designed to continue beyond one generation. That is what drives everything we do at BWF Financial.
The Team
The Advisors Behind the Strategy
A team of licensed financial professionals united by one mission — helping families build wealth that lasts.
Co-Founder
Alexis Holifield
Senior Lead Advisor & Co-Founder
Licensed Financial Professional · Wealth Strategist · Certified Cryptocurrency Expert
Alexis brings more than 10 years of study in private banking and wealth creation, over four years of licensed financial services experience, and more than seven years of professional trading experience.
She specializes in comprehensive financial planning, wealth strategy, legacy planning, asset protection, and helping families establish the foundational infrastructure of a family office. Her mission is to help clients move beyond simply earning and accumulating wealth to intentionally organizing, protecting, multiplying, and transferring it.
Licensed Financial Professional · Founding Member, Dallas Chapter — Femininity & Finance™
Chesna Long
Licensed Financial Professional | Strategic Brand Partner
Chesna Long is a licensed financial professional with over 15 years of experience in leadership and client relationship management. She is passionate about helping individuals and families make informed financial decisions, protect their assets, and build lasting generational wealth.
Through BWF Financial Firm, Chesna focuses on financial education, family protection, and strategic wealth planning, helping clients establish a strong financial foundation for their future.
As a founding member of the Dallas Chapter of Femininity & Finance™, she is committed to empowering women and families with the knowledge, resources, and financial strategies needed to build, protect, and preserve wealth for generations.
Ready to Build Your Financial Infrastructure?
Schedule a consultation and let's begin coordinating your complete financial picture.
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