Develop key long-term strategies with ML&R Wealth Management’s wealth advisor and partner Steve Harvey in Austin, Texas. Financial planning is an investment you can’t afford to miss. Begin your journey to financial freedom today and consult our team of financial advisors in Austin.
Holistic Planning
As a Registered Investment Advisor Representative, a Certified Public Accountant, and a Certified Financial Planner, Steve Harvey believes in the “holistic” approach to planning. This approach can be a central force in building your personal portfolio beyond the basics.
Informed Guidance
Discover investment strategies and long-term goals that work for you. Meet your financial needs and move your portfolio to the next stage. Meet your ambitions with informed guidance and an advisor who has your best interest in mind.
Steve Harvey has a broad range of expertise: his experience includes tax planning, estate planning, retirement planning, and investment planning. Steve holds many qualifications that will prove valuable to you or your business. He has passed the National Association of Securities Dealers General Securities Registered Representative (Series 7) Exam and the Uniform Securities Agent State Law (Series 63) Exam. Begin your financial planning in Austin, Texas today.
Contact Us
Our team of wealth management advisors helps strengthen your financial goals and objectives. Contact ML&R Wealth Management LLC today to schedule a complimentary consultation.
- Financial Planning
- Investment Management
- Estate Planning
- Education Planning
- Tax Planning
- Liability Protection
Texas State University
Bachelor of Business Administration in Accounting
Current: CPAmerica, Inc., Investment Committee Chair, Harbor Hill HOA, President
Past: Center for Child Protection, past President, Treasurer, & Vice President; Center for Child Protection NFL Alumni Golf Tournament, Chair; CAC of Texas, Inc., Treasurer; Lake Travis Education Foundation, Board Member, President-Elect, President; United Way, Volunteer; Junior Achievement, Volunteer; Meals on Wheels, Volunteer; Texas State Development Foundation
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants (TSCPA)
- CERTIFIED FINANCIAL PLANNER ™
- BAM Advisor Services Master Forum
