About Us

A personal approach to investing

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

For 20 years, we have served individuals, families, businesses, and nonprofits with wealth management services, custom retirement and 401(k) plans, and portfolio management.

We believe in accountability and transparency and operate as a fee-only advisor with fees calculated solely on assets under management.

A wealth of resources

As a subsidiary of Maxwell Locke & Ritter, the largest locally owned accounting firm in Central Texas, we can readily coordinate our wealth management services with their accounting services to address tax issues and any individual and business accounting needs.

We are believers in a long-term approach to investing, as demonstrated by the evidence-based investment model of Dimensional Funds. Dimensional is headquartered in Austin with offices in eight countries and $596 billion in global assets under management as of September 30, 2018, representing many of the world’s leading pension funds.

ML&R Wealth Management is an independent Registered Investment Advisor and focuses on clients in Central Texas.

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When It’s Time for a Change

ML&R Wealth Management advisors are here whenever you need us. Whether you’re facing a life event that requires a new approach to your financial management, or you want a deeper understanding of what your money can do for you, our advisors are ready to meet with you and learn more about you and your goals.

Click here to read more about our consulting process.