We are pleased to announce the strategic sale of our affiliate, ML&R Wealth Management, to Creative Planning. This transition enables ML&R Wealth Management’s clients to seamlessly move to a like-minded, people-centric investment firm, while continuing to receive a comprehensive suite of financial services.
“Congratulations to ML&R Wealth Management on their recent merger with Creative Planning,” says Kyle Parks, Maxwell Locke & Ritter’s Leading Partner. “We’re confident in their continued success in guiding their clients toward their financial goals through this new partnership. As we celebrate our 33rd anniversary at Maxwell Locke & Ritter, we’re proud to continue our focus on our people, clients, community, and culture, which has made us the largest locally owned accounting and advisory firm in Central Texas.”
With an unwavering dedication to our clients and future growth, Maxwell Locke & Ritter is also excited to announce a significant brand update and the launch of a new website. This initiative reflects our firm’s expanding regional and national presence in a dynamic marketplace, underlining our commitment to providing comprehensive accounting and advisory services to a wide range of clients.
At the heart of the new site is a philosophy that places people first – a guiding principle that has fostered authentic connections with our clients, people, and the communities we serve. This philosophy is vividly reflected in the visual identity of the new logo and website, aiming to meet the diverse needs of these groups by conveying our core values and delivering messages that matter.
“Our refreshed brand and new website are a vibrant reflection of who we are, authentically capturing our unique firm culture and our team,” said Parks. “The new website reflects our expertise, growth, and the ever-changing needs of our clients. We are excited about this new chapter and are confident it will enhance our ability to serve current clients, attract new ones, and remain a preferred employer for top talent.”
Our new brand identity is crafted to resonate with both new and established clients and team members, symbolizing our adaptability and readiness to embrace future opportunities while staying true to the high standards of service our clients have come to expect.
