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.
- 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.
- We're confident in their continued success in guiding their clients toward their financial goals through this new partnership.
- With an unwavering dedication to their clients and future growth, Maxwell Locke & Ritter is also excited to announce a significant brand update and the launch of a new website.