BIO

Robert Mefford, CFP®

Financial Planner

Robert is an Associate Advisor at Defining Wealth Partners who is passionate about helping clients turn complex financial decisions into clear, confident action. He believes financial planning works best when it’s built on trust, transparency, and a genuine understanding of what matters most to each client, not just the numbers.

Professionally

Robert graduated from the University of Kentucky with a bachelor’s degree in Finance and Management. He then moved to Nashville, Tennessee to obtain his MBA from Belmont University. After graduating from Belmont, Robert joined an independent RIA in Brentwood, Tennessee, where he worked in numerous roles to develop a strong foundation in comprehensive financial planning. Robert holds the CERTIFIED FINANCIAL PLANNER ® designation.

Personally

Outside the office, Robert enjoys playing golf, basketball, and cheering on Kentucky athletics. He enjoys fitness and the outdoors, usually finding trails to hike and creeks to wade through on the weekends. He also loves attending live concerts and cooking. He is an avid member of Christ the King Catholic Church.