ML&R WEALTH MANAGEMENT

In 1997, ML&R Wealth Management was established as a subsidiary of Maxwell Locke & Ritter, the largest locally owned and managed accounting firm in Central Texas. For over 25 years, our firm of wealth management advisors has helped individuals, families, businesses, and non-profits with their personal, unique financial needs... We are believers in a long-term approach to investing, as demonstrated by the evidence-based investment model of Dimensional Fund Advisors, an independent investment management firm. Dimensional is headquartered in Austin, with offices in eight countries and $677 billion in global assets under management as of December 31, 2023, representing many of the world's leading pension funds... Wealth Management Austin team of investment advisors provides financial services to individuals, businesses, non-profits. Learn more.

Also known as: ML&R Wealth Management LLC

Primary location: Austin United States