We focus on your plan:
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:
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 $27.6 billion of collective assets as of September 30, 2016.
Because we believe that it is in the best interests of our clients, ML&R Wealth Management has incorporated funds from Dimensional Fund Advisors (Dimensional) since 1997 in the portfolios of our clients and our personal accounts. Dimensional is a highly-respected institutional investment management firm with $445 billion in assets under management, as of September 30, 2016. Many of the largest pension funds in the world use Dimensional. Based on academic research, the mission of Dimensional is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading. The Dimensional model of investment is based on the science of capital markets to tilt the odds in your favor, not on speculation.