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Maxwell Locke & Ritter Sells Affiliate Firm and Reveals Brand Update
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Subscribe04 APR 2024 / BUSINESS
Texas-based accounting firm, Maxwell Locke & Ritter, has sold its affiliate, ML&R Wealth Management, to Creative Planning. This strategic move allows ML&R Wealth Management's clients to continue receiving comprehensive financial services under a similar, client-focused investment firm.
Maxwell Locke & Ritter Sells Affiliate Firm and Reveals Brand Update
Maxwell Locke & Ritter, a leading accounting and advisory firm based in Austin, Texas, has announced the strategic sale of its affiliate, ML&R Wealth Management, to Creative Planning. This transition allows ML&R Wealth Management's clients to seamlessly move to a like-minded, people-centric investment firm, continuing to receive a comprehensive suite of financial services.
About Maxwell Locke & Ritter
Founded in 1991, Maxwell Locke & Ritter has grown to become the largest locally owned accounting and advisory firm in Central Texas. The firm offers a range of services, including tax, audit, risk assurance and advisory, and transaction advisory services. Their commitment to a people-first philosophy has fostered authentic connections with clients, employees, and the communities they serve.
About Creative Planning
Creative Planning is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, estate planning, trust services, tax planning, and family office services for individuals, as well as 401(k) and institutional clients. As of December 31, 2023, Creative Planning and its affiliates have more than $300 billion in combined assets under management and advisement across all 50 states and 90 countries.
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