ML&R Wealth Management (Maxwell Locke & Ritter) is an award-winning wealth management firm with offices in Austin and Round Rock, Texas. They have been advising individuals, families, businesses, and non-profits on their financial needs for more than 25 years. ML&R Wealth Management is dedicated to providing comprehensive wealth management with a commitment to personalized service and a focus on long-term financial success. As of December 31, 2023, ML&R Wealth Management's assets under management was $2.2 billion.

https://mlrwm.com/

ML&R Wealth Management

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.

https://creativeplanning.com/

Creative Planning

Creative Planning, one of the nation's leading Registered Investment Advisors (RIA), has completed the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter), an award-winning wealth management firm with offices in Austin and Round Rock, Texas. This acquisition expands Creative Planning's services in Central Texas with the addition of a $2.2 billion wealth management firm and reinforces their commitment to providing comprehensive wealth management services.

Creative Planning acquires ML&R Wealth Management to expand services in Central Texas

Creative Planning acquires ML&R Wealth Management to expand services in Central Texas

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