ALLIANCES

Our Alliances

Maxwell Locke & Ritter - www.mlrpc.com
Maxwell Locke & Ritter is a full service accounting firm offering tax and consulting services. ML&R Wealth Management is a wholly owned subsidiary of Maxwell Locke & Ritter.

ML&R Wealth Management Retirement Plan Services - www.mlrwm.com/retirement/
ML&R Wealth Management's Retirement Plan Services provides investment advisory, fiduciary compliance and plan design consulting services to employers who provide retirement plans to their employees. Our investment advisory service offered to employers follows the same philosophy as the advisory service we offer to our individual and trustee clients.

Dimensional Fund Advisors - www.dfaus.com
Dimensional Fund Advisors translates our passive asset class investment approach into an array of mutual funds, each of which is rigorously designed to capture a particular "dimension" or asset class within a globally diversified portfolio.

BAM Advisor Services - www.bamadvisor.com
BAM Advisor Services serves as the back office support to ML&R Wealth Management. They offer a breadth of outstanding operational, training and consulting services designed to complement the talents of mature advisor firms, enabling us to focus the majority of our resources on providing expert investment advice, high-quality financial solutions and excellent client service.

Schwab Institutional - www.schwab.com
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

Fidelity Investments - www.fidelity.com
Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

By clicking on any of the links above, you acknowledge that the links provided are solely for your convenience, and do not necessarily imply an affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Web sites.