ML&R Wealth Management

ML&R Wealth Management LLC is an independent Registered Investment Advisor dedicated to helping clients achieve their financial goals through a well thought out wealth management plan. We provide wealth management services for a number of high net worth individuals, trusts, nonprofits and retirement plans. Our service offerings include: Personal fi... nancial planning and wealth management Retirement, succession, estate and education planning Customized portfolio design, implementation and management Qualified retirement plans and 401(k) design and management We invest our client's money with custom allocations tailored to the client's individual goals and objectives. We put our clients' interests first. As a fee-only advisor, ML&R Wealth Management offers objective, professional investment advice without the conflict of interest incurred with commissions and product sales. As a wholly owned subsidiary of Maxwell Locke & Ritter, our wealth management services are typically integrated with Maxwell Locke & Ritter's tax and family office offerings providing our clients a one stop solution for their financial needs. We are an independent, fee-only advisor and have a fiduciary duty to our clients. As a fiduciary, we put the interests of our clients first. Fees, based on the value of investments we manage, are our only source of income. We do not receive commissions, 12b-1 charges, or other revenue from third parties that could create conflicts of interest with our clients. ML&R Wealth Management is an independent member of the BAM ALLIANCE, a community of more than 140 independent wealth management firms located throughout the United States. Started in 1997, the BAM ALLIANCE has grown significantly over the years to include more than 15,000 investors at independent wealth management firms across the country, representing more than $27.2 billion of collective assets as of December 31, 2016. Because we believe that it is in the best interests of our clients, ML&R Wealth Management has incorporated funds from Dimensional ...Read More