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
COMPREHENSIVE FINANCIAL PLANS
INSURANCE/ ESTATE PLANNING
- Bobby Mefford, CRPC ®
Chartered Retirement Planning Counselor