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Vanessa McElwrath, CPA, CFP®

Wealth Management Partner

Professional Experience

Vanessa joined ML&R Wealth Management in 2013 and assists clients in developing long-term investment strategies and creating investment portfolios designed to achieve their financial goals and objectives. Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). The CFP® curriculum focuses on financial planning, investment consulting, estate and asset protection planning, tax planning, and employee benefits planning.

Vanessa began her career at Dimensional Fund Advisors, a global investment management firm headquartered in Austin, TX. At Dimensional, Vanessa provided educational and analytical support related to capital markets research and holistic portfolio management to financial advisors across the country.

Industry Focus

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Education & Estate Planning
  • 401(k) Retirement Services
  • Institutions & Nonprofits


  • The University of Texas at Austin - Bachelor of Business Administration in Accounting
  • The University of Texas at Austin - Master in Professional Accounting



  • Preservation Austin, President Elect
  • Preservation Austin, Historic Homes Tour Event Chair
  • KIPP Austin Alliance, Event Committee


  • Ballet Austin Guild, Treasurer
  • Preservation Austin, Treasurer
  • Con Mi Madre Sponsorship Committee
  • Foundation Communities, Tax Prep Volunteer
  • KIPP Austin ‘To and Through College’, Mentor
  • Cystic Fibrosis Foundation BREATHE, Board Member
  • Celebration of Life Luncheon, Planning Committee


  • American Institute of Certified Public Accountants
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