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, CO, FL, GA, PN, NC, NY, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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www.sipc.org 

 

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.

SERVICES

COMPREHENSIVE FINANCIAL PLANS

INVESTMENT MANAGEMENT

INSURANCE/ ESTATE PLANNING 

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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