A Personal Approach to Investing
In 1997, ML&R Wealth Management was established as a subsidiary of Maxwell Locke & Ritter, the largest locally owned and managed accounting firm in Central Texas. For over 25 years, our firm of wealth management advisors has helped individuals, families, businesses, and non-profits with their personal, unique financial needs.
At ML&R Wealth Management, we take investing personally. Your advisor will work to develop a lasting relationship with you, keeping in touch to understand your changing goals and providing an asset management strategy to help achieve them. Whenever you need sound financial advice, you have a direct line to a trusted advisor.
We believe in accountability and transparency and operate as a fee-only advisor with fees calculated solely on assets under management. We typically work with high-net-worth clients with account portfolios starting at $1 million. We know everyone’s circumstances are different, so please feel free to reach out to us with any questions.
A wealth of resources
At ML&R Wealth Management, we work with each client using a personal and holistic approach to capitalize upon what is most important to you. Our wealth management services in Austin encompass a broad range of financial needs, including personal wealth management, financial freedom for women, corporate retirement & 401(k) plans, and investment strategies for institutions & non-profits. As a subsidiary of Maxwell Locke & Ritter, we can readily coordinate our wealth management services in Austin 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 Fund Advisors, an independent investment management firm. Dimensional is headquartered in Austin, with offices in eight countries and $634 billion in global assets under management as of June 30, 2023, representing many of the world’s leading pension funds.
Our investment approach focuses on achieving diversification, controlling costs, and managing appropriate levels of risk. This evidence-based investment philosophy is rooted in academic research and our experience in working with clients over the past 25 years. Together, these methods provide us with a disciplined approach to long-term investing.
Our team members offer additional in-house resources, including articles and videos. Check out our Insights page.
The ML&R Wealth Management Team
We are a wealth management firm that prioritizes a disciplined, long-term investment approach, based on the science of capital markets. Our financial advisors in Austin are here to help you navigate smoothly on your journey towards financial success.
Our team members work with you to develop a well-thought-out wealth management plan that meets your individual financial goals. Throughout the wealth management planning process, you will receive hands-on support from our team. This means that we will track your progress as you grow your financial portfolio and provide you with a set of deliverables for each step in the process. We value accountability and transparency and thus operate as a fee-only advisor with fees calculated solely on assets under management.
ML&R Wealth Management’s partners, advisors, and associates hold true to our mission to develop a lasting relationship with our clients. Since our establishment in 1997 as a subsidiary of Maxwell Locke & Ritter, we have worked hard to bring together a dedicated team for our clients and community.
Awards
At ML&R Wealth Management, we firmly believe that our success is built on the collective knowledge, dedication, and passion of our talented professionals.
Our dedicated team has worked to provide personalized wealth management solutions tailored to the unique needs and goals of each individual client. We are honored that our efforts have been acknowledged and celebrated within the industry.
Five Star Wealth Manager
by Five Star Professional
Previous Years:
Stuart Vick Smith – 2022, 2015
Steve Harvey – 2022, 2021, 2020, 2019, 2018, 2017, 2014, 2013, 2012
Fred Frey – 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
Ranking criteria and methodology here.
Top 9 Best Financial Advisors in Austin, TX
by AdvisoryHQ
Previous Years:
2019
Ranking criteria and methodology here.
Disclaimer: Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition. In some instances, compensation has been paid for the utilization of marketing materials.
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.
ML&R Wealth Management has offices in Austin and Round Rock, Texas. Our complimentary consultations allow you to define your financial goals and see how our services align with your investment objectives.
If you have any questions regarding our wealth management services, or if you would like to set up a consultation, contact us via email at wealth@mlrpc.com or by phone at 512-275-2700.
