OUR PHILOSOPHY
MWM offers independent financial services built to serve the unique needs of each individual , NOT the masses. We utilize a Liquid Endowment Model as a coherent way of thinking about markets and the types of mistakes that we believe consistently underlie investor behavior.
Check the background of this investment professional on FINRA's BrokerCheck
SERVICES
01
COMPREHENSIVE FINANCIAL PLANS
02
INVESTMENT MANAGEMENT
03
INSURANCE/ ESTATE PLANNING
04
BUSINESS PLANNING
"Experienced Advice.
Prudent Perspective.
Authentic Approach."
- Bobby Mefford, CRPC ®
Chartered Retirement Planning Counselor
CONTACT US.
Ft. Worth Office:
1751 River Run Suite #215
Ft. Worth, TX 76107
Mailing Address
3000 S. Hulen St. Suite #124-611
Ft. Worth, TX 76109
bobby@meffordwealthmanagement.com
Phone
(817) 367-9190 - main
(817) 508-9848 - text
(817) 952-5358 - fax
Check the background of this investment professional on FINRA's BrokerCheck - FINRA's BrokerCheck