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.
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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
bobby@meffordwealthmanagement.com
Phone
(817) 367-9190 - main
(817) 952-5358 - fax