[ad_1]
Artistic Planning says it has acquired Maxwell Locke & Ritter Wealth Administration, a $2.2 billion wealth administration agency with places of work in Austin and Spherical Rock, Texas.
ML&R Wealth Administration has been advising people, households, companies and non-profits for greater than 25 years. The deal closed on April 1, with 18 ML&R staff becoming a member of Artistic Planning.
With the newest buy and 6 massive offers struck in 2023, Artistic Planning’s mixed belongings beneath administration and advisement now surpass $300 billion.
Peter Mallouk, CEO of Artistic Planning, stated ML&R stands out for its robust popularity within the area and for “continuously participating with companies and people with a breadth of insights and options to plan for a financially sound future.”
ML&R Wealth Administration’s methodology, in line with Artistic Planning, entails a holistic strategy throughout funding administration, monetary planning and threat mitigation — permitting the agency to create tailor-made methods that align with consumer’s wants and aspirations.
[ad_2]
