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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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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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