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
Phone
(817) 367-9190 - main
(214) 295-9921 - fax
Check the background of this investment professional on FINRA's BrokerCheck - FINRA's BrokerCheck