Austin, Texas-based IPA top 200 firm Maxwell Locke & Ritter (FY22 net revenue of $44.4 million) has recently finalized the strategic sale of its affiliate, ML&R Wealth Management, to Creative Planning. The move facilitates a smooth transition for ML&R Wealth Management’s clientele to a similarly people-centric investment firm, all while ensuring they continue to benefit from a wide array of financial services.
Kyle Parks, leading partner of Maxwell Locke & Ritter, commented, “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.”
In addition to the affiliate sale, Maxwell Locke & Ritter also unveiled a brand update alongside the launch of a new website. Parks added, “The website reflects our expertise, growth and evolving client needs. We eagerly anticipate this new chapter, confident that it will bolster our ability to serve existing clients, attract new ones and retain top talent as a preferred employer.”
