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Holistic Financial Planning

Mefford Wealth Management provides customized financial solutions, crafting investment strategies that cater to each client's specific needs. Our philosophy prioritizes a holistic approach, emphasizing thorough research and prudent risk management. We believe in diversification across asset classes to mitigate volatility and optimize long-term returns. Fundamental analysis serves as the cornerstone of our investment process, allowing us to identify undervalued opportunities and assess the intrinsic value of potential holdings.

 

While we acknowledge the influence of market trends and sentiment, our focus remains on a disciplined, long-term perspective, eschewing short-term speculation. Through continuous learning, we ensure our approach remains adaptable in dynamic market environments. Ultimately, our unwavering commitment to our clients' financial goals guides our decision-making with clarity and conviction.

Check the background of this investment professional on FINRA's BrokerCheck 

SERVICES

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COMPREHENSIVE FINANCIAL PLANS

INVESTMENT MANAGEMENT

INSURANCE/ ESTATE PLANNING 

BUSINESS PLANNING

TAX

PLANNING

Mefford Wealth Management,
"Experienced Advice.
Prudent Perspective.
Authentic Approach."

 

- Bobby Mefford, CRPC ®

                                    Chartered Retirement Planning Counselor

CONTACT US.

READY TO LEARN MORE?

Branch Address:

2435 North Central Expressway

Suite 1020

Richardson, TX 75080

Mailing Address

3000 S. Hulen St. Suite #124-611

Ft. Worth, TX 76109

 

Email

bobby@meffordwealthmanagement.com

 

Phone

(817) 367-9190 - main

(817) 952-5358 - fax

 

 

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