ABOUT

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 spouses 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.

Experience

Master's Degree in Counseling Psychology: St. Edward's University
20+ Years of Financial Experience: Serving small businesses and families nationwide.
Chartered Retirement Planning Counselor® (CRPC®): Demonstrating expertise in retirement planning strategies.

Client Focus

Passionate about Helping Others: Drawing on extensive experience to empower clients achieve their financial goals.
Values-Driven Approach: Collaborating with clients to identify their core values and prioritize their financial objectives.
Creative Problem-Solving: Developing customized strategies to address unique client needs.

In My Free Time

Proud girl dad to Millie who will be attending Ole Miss fall 2024.
Hobbies: Running, tennis, cooking, reading.
Community Involvement: Coaching and empowering young athletes. Led Keller High School Girls Lacrosse to State.

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

BOBBY MEFFORD, CRPC®

PRESIDENT/FOUNDER

CONTACT ME

CARLA MATTHEWSON

PARTNER

WHAT IS MEFFORD WEALTH MANAGEMENT?

Mefford Wealth Management provides Financial Planning and Investment Management in a "boutique setting." That means that THE INDIVIDUAL is at the core of our philosophy, and we specialize in "holistic strategies" that cater to the unique circumstances of each individual. Holistic financial planning goes beyond just investment advice; it encompasses a wide range of financial areas, including wealth management, tax planning, estate planning, and risk management. Unlike traditional financial planning, which often focuses only on immediate investment returns, holistic planning looks at the entire financial picture, accounting for all areas that affect a person’s financial well-being. This approach is crucial because each component—taxes, investments, and estate considerations are interconnected, and decisions in one area can significantly impact others.

Mefford Wealth Management serves clients in several states across the country, and we strive to provide the individualized service you need 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.