Mefford Wealth Management is a marketing name. Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Insurance services offered through Robert Mefford are independent of FSC Securities Corporation. 

 

This communication is strictly intended for individuals residing in the states of CA, FL, GA, NC, SC, TX, UT, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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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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