APPROACH

Service is What Really Matters

What distinguishes ML&R Wealth Management from our competitors is the high level of personal attention we provide. We are dedicated to hands-on management of all aspects of your retirement plan. Our clients tell us that our responsiveness is unmatched. We go the extra mile to make sure your plan runs smoothly. We like to think of ourselves as a CFO for your plan. We take care of the plan, so you can take care of your business.

Transparent Pricing

We operate with a fee-for-service model, so our pricing is transparent. We do not accept any mutual fund payments or commissions.

Fiduciary Services

We act as a fiduciary for your plan. We provide unbiased investment advice with open architecture for fund selection. Because we do not receive any commissions or other consideration for recommending any funds, our interests are aligned with the plan sponsor and plan participants.

Experienced Specialists

ML&R Wealth Management’s services for retirement plans are provided by experienced consultants, with 15 to 20 years of industry experience. Our retirement plan investment advisors are also Certified Pension Consultants (CPC) through the American Society of Pension Professionals and Actuaries. We believe that the level of expertise of our team sets us apart.