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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.

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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.

Address

107 1/2 S. Tennessee St.

McKinney, TX 75069

 

Email

bobby@meffordwealthmanagement.com

 

Phone

(817) 367-9190 - main

(214) 295-9921 - fax

 

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