MLR

Affiliations

Our affiliations enable us to bring powerful solutions to meet all of your unique challenges, no matter how large or small, without costly overhead and bureaucracy. Our clients receive the best of both worlds – local knowledge and decision making authority, coupled with the vast resources and experience of a progressive worldwide network.

ML&R Wealth Management

Maxwell Locke & Ritter’s affiliate ML&R Wealth Management is a Registered Investment Advisor dedicated to helping clients achieve their financial goals through a well thought out wealth management plan. They believe that managing wealth is about more than acquiring assets and making investments, it’s about you. Their consultative wealth management process focuses on your unique needs, goals and objectives, offering a personalized approach centered on you, the individual, not the investment. ML&R Wealth Management provides the following services for a limited number of high net worth individuals, trusts, and non-profit organizations:

  • Wealth Management
  • Retirement, Succession, Estate & Education Planning
  • Customized Portfolio Design & Implementation
  • Qualified Retirement Planning – 401(k), etc.

CPAmerica International

We are a member of CPAmerica International, one of the world’s largest associations of independent CPA and consulting firms that maintain the highest practice standards. As a member, our firm has instant access to the expertise and resources of 3,900 professionals across America, offering our clients unique access to national and international markets. We serve the international needs of clients through CPAmerica’s membership in Crowe Horwath International. Crowe Horwath International is ranked among the top 10 global accounting networks, with independent accounting and advisory services firms in more than 130 countries around the world.

CPAConnect

Through our CPAmerica membership, we have an affiliation with CPAConnect, a companion association of select sole and local CPA practitioners sponsored by CPAmerica. CPAConnect is the leading association for small CPA firms, allowing them to remain independent while at the same time tapping into a much broader and more powerful array of services and resources available from CPAmerica and its larger member CPA firms.

Employee Benefit Plan Audit Quality Center

We are a member of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center (EBPAQC). As a member of the EBPAQC, we have access to comprehensive resources that will assist us in further enhancing the quality of our employee benefit plan audits. Our membership provides us timely information on a variety of technical, legislative and regulatory subjects that we can in turn apply to your employee benefit plan audit to help ensure compliance with the appropriate standards and changes in regulations.

Governmental Audit Quality Center

We are a member of the American Institute of Certified Public Accountants (AICPA) Governmental Audit Quality Center (GAQC). As a member of the GAQC, we have access to comprehensive resources that will assist us in further enhancing the quality of our government or non-profit audits. The GAQC membership will provide us timely information on a variety of technical, legislative and regulatory subjects that we can in turn apply to your audit to help ensure compliance with the appropriate standards and changes in regulations.