Steve Harvey, CFP®, CPA

Steve Harvey Austin, Texas

Steve Harvey is a wealth advisor and partner of ML&R Wealth Management. Steve assists clients in developing long-term investment strategies and creating investment portfolios designed to achieve their financial goals and objectives.  As a Registered Investment Advisor representative, a Certified Public Accountant, and a Certified Financial Planner (CFP®), he believes the “holistic” approach to planning best serves clients.  “Providing tax planning, estate planning, retirement planning, and investment planning and implementation under one roof allows ML&R to fully understand its clients’ financial needs and objectives.  This enhanced understanding ultimately allows ML&R to provide a more in-depth and comprehensive service than its competitors.”  Steve 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.

  • 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)
  • BAM Advisor Services Master Forum