Mlrpc: Maxwell Locke & Ritter Announces Sale of Affiliate Firm While Unveiling Brand Refresh and New Website-Reinforcing Commitment to the Future

Austin, Texas, April 02, 2024 (GLOBE NEWSWIRE) -- Maxwell Locke & Ritter, a leading accounting and advisory firm based in Central Texas, is pleased to announce the strategic sale of its 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. 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," says Kyle Parks, Leading Partner of Maxwell Locke & Ritter. With an unwavering dedication to their clients and future growth, Maxwell Locke & Ritter is also excited to ...Full story available on Benzinga.com