ML&R Wealth Management

A Personal Approach to Investing: In 1997, ML&R Wealth Management was established as a subsidiary of Maxwell Locke & Ritter, the largest locally owned and managed accounting firm in Central Texas. For over 25 years, our firm of wealth management advisors has helped individuals, families, businesses, and non-profits with their personal, unique financial needs.

At ML&R Wealth Management, we take investing personally. Your advisor will work to develop a lasting relationship with you, keeping in touch to understand your changing goals and providing an asset management strategy to help achieve them. Whenever you need sound financial advice, you have a direct line to a trusted advisor.

We believe in accountability and transparency and operate as a fee-only advisor with fees calculated solely on assets under management. We typically work with high-net-worth clients with account portfolios starting at $1 million. We know everyone’s circumstances are different, so please feel free to reach out to us with any questions.