MLR

Wealth Management

Throughout the years, Maxwell Locke & Ritter continues to take a proactive approach when addressing client needs. In 1997, we established ML&R Wealth Management – creating the opportunity to offer independent advisory services to individuals, trusts, nonprofits and retirement plans. As a fee­ only advisor, ML&R Wealth Management approaches investments holistically. They build the best investment mix by taking the time to understand your goals and removing conflicts of interests, like commissions and product sales. Fees are transparent, easy to understand and based solely on the value of investments managed. As a wholly owned subsidiary of Maxwell Locke & Ritter, ML&R Wealth Management services seamlessly integrate with all other services at Maxwell Locke & Ritter, offering a one ­stop solution for your financial needs. ML&R Wealth Management offers the following services:

Specific Services:
  • Financial Planning and Wealth Management
  • Retirement, Succession, Estate & Education Planning
  • Customized Portfolio Design & Implementation
  • Qualified Retirement Planning ­ 401(k), etc.

WANT A SECOND OPINION ON YOUR COMPANY RETIREMENT PLAN?

Our affiliate, ML&R Wealth Management, can serve as a single point of contact for you and will coordinate your other plan service providers, such as the record keeper, third party administrator and custodians.

LEARN MORE