Financial Advisors for Institutions & Non-Profits

ML&R Wealth Management provides a comprehensive range of investment advising and management services for institutions and non-profit organizations. Our financial advisors will work closely with you to create strategies that match your organization’s mission and help you advance your long-term goals.

Our Institution & Non-Profit Services

ML&R Wealth Management’s institution and non-profit financial advisors work closely with your board of members, executive directors, and staff to help manage your organization’s funds and investments. As part of our services for institutions and non-profits, we collaborate with you to address goals, strategies, and investment preferences including asset allocation and risk tolerance.

We can work with your executive team to clarify the roles and responsibilities of anyone involved in investments, and provide fiduciary training for your organization’s finance committee.

Services We Provide

ML&R Wealth Management’s non-profit financial advisors cover services including the following:

Spending Policy Analysis
Social and Sustainable Investing
Custom Bond Portfolios
Charitable Giving: Gifted Stock
Fiduciary Training for Board Members

Our goal is ultimately to ensure that your portfolio is managed in accordance with your organizational objectives. Whether your non-profit or institution requires investment strategy, fiduciary training, or other guidance, ML&R Wealth Management can provide customized services that meet your financial needs. Read more about our non-profit advisor services.

ML&R Wealth Management and its team of non-profit financial advisors are here to support the many institutions of Central Texas. Contact us today to see how we can help your non-profit achieve its wealth management goals. You can reach us via email at or by phone at 512-275-2700 to set up a time to discuss your goals with one of our advisors.