ABOUT US

Our History

ML&R Wealth Management LLC, a registered investment advisor and wholly owned subsidiary of Maxwell Locke & Ritter LLP, is dedicated to helping clients achieve their financial goals through a well thought out wealth management plan.

Started in 1997, ML&R Wealth Management provides wealth management services for a limited number of high net worth individuals, trusts, not-for profits and retirement plans. We offer an advisor relationship built on personal trust and integrity. We only work with clients when we believe we can add substantial value to their financial situations. As a fee only advisor, our interests are aligned with those of our clients.