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.
Ft. Worth Office:
1751 River Run Suite #215
Ft. Worth, TX 76107
McKinney Office
107 1/2 S. Tennessee St.
McKinney, TX 75069
(hint: it's above Emporium Pies)
Mailing Address
3000 S. Hulen St. Suite #124-611
Ft. Worth, TX 76109
bobby@meffordwealthmanagement.com
Phone
(817) 367-9190 - main
(817) 508-9848 - text
(817) 952-5358 - fax
Check the background of this investment professional on FINRA's BrokerCheck - FINRA's BrokerCheck