WHO AM I?

BIO

 

We are all products of our experiences - I was fortunate enough to earn a Master's degree in Counseling Psychology at St. Edwards University. My background includes my time in helping start a non-profit in Dallas during the late '90s that worked with family's struggling with the death of a child or a caregiver. Often I worked with distraught wives that were transitioning to a new dynamic of being the breadwinner, and the financial stress and decisions that come with that. This experience provided the framework for my passion to help others today. 

 

Clients benefit from my 18 years of financial experience and dedication to serving small business owners and families all over the country. I am especially adept at helping clients draw out their values and prioritizing their objectives with creative problem solving.

 

I have earned the designation of Chartered Retirement Planning Counselor® and currently reside in McKinney, TX. I consider myself the luckiest man on the planet to have been married to my talented and beautiful wife, Kate, for over 18 years. We take great pride & enjoyment in raising our amazing daughter Millie, and our two very loved dogs, Hazel and Mingo.

 

I am a proud member of Trinity Presbyterian and active in several Educational philanthropic organizations. I am an advocate for girls' youth sports programs and currently a coach for the Keller Girls Lacross program. In my spare time, I enjoy reading, cooking, and cheering on the TCU Horned Frogs. 

 

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

BOBBY MEFFORD, CRPC®

Wealth Manager

CARLA MATTHEWSON

PARTNER

WHAT IS MWM?

Mefford Wealth Management provides Financial Planning and Investment Management Firm in a "boutique setting." That means that THE INDIVIDUAL is at the core of our philosophy, and we specialize in creative strategies that cater to the unique circumstances of each individual. MWM serves clients in several states across the country, and we strive to provide the individualized service you need in order to focus on your life. That means meeting when and how it works for you, and proactively looking out for your best interests.

 

Your wealth has been earned over a lifetime of hard work and wise choices.  You are looking for reliable advice and honest solutions to create and sustain your desired Retirement Lifestyle. Whether you are retired now, just getting started, OR retirement is right around the corner, you need a plan that will work in good economic times or bad.

 

 

 

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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