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Advice Built on Trust, Clarity, and Long-Term Relationships
Financial decisions are rarely just about numbers.
They’re about families. Transitions. Uncertainty. And making choices today that affect decades ahead.
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That belief is what led Bobby Mefford to build
Mefford Wealth Management — a firm focused on thoughtful planning, clear communication, and long-term relationships.
BOBBY MEFFORD, CRPC®

PRESIDENT/FOUNDER

Why I Started This Firm

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After more than 20 years in the financial services industry, Bobby saw a pattern that never sat right with him.

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Too many people were receiving:

  • Product-driven advice

  • Complex explanations that created confusion

  • Reactive guidance during market stress

  • And little coordination between investments, taxes, and estate planning

 

Clients weren’t lacking intelligence — they were lacking clarity.

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Mefford Wealth Management was founded to change that.

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The goal was simple:
Create a firm where advice begins with a plan, conversations are honest and understandable, and clients feel confident — even during uncertain market conditions.

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

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HOLLY LOPEZ

DIRECTOR OF CLIENT RELATIONS

BIO

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I believe that every challenge presents an opportunity for growth and improvement, both personally and professionally. My academic journey began at San Angelo State University, but I ultimately earned an Associate’s Degree in Applied Science from Navarro College. After gaining experience in various roles, I decided to stay home and raise our children while my husband supported our family. During that time, I embraced the challenge of teaching preschool, which sparked my passion for coaching and mentoring on a more intimate, small-group level.

As my children grew older, I was eager for a new challenge, which led me to transition into the financial industry. Over the past five years, I have developed a deep understanding of client relations, and I now enjoy helping clients navigate their financial journeys with clarity and confidence.

Outside of work, you’ll most likely find me at one of my children’s sporting events. Whether I’m cheering them on from the sidelines or coaching them directly, being involved in their activities brings me the greatest joy.

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CARLA MATTHEWSON

PARTNER

A PLANNING FIRST PHILOSOPHY
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At Mefford Wealth Management, investments are important — but they’re never the starting point.

Every recommendation is built around:

  • Your goals and priorities

  • Your retirement timeline

  • Your tax situation

  • Your family and legacy considerations

Because without a plan, even good investments can lead to bad outcomes.

Bobby believes the real value of an advisor isn’t predicting markets — it’s helping clients make smart decisions before emotions take over.

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Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, IA, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM., NY, OK, OR, PA, SC. TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

 

Osaic Wealth Form CRS

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

 

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