Maxwell Locke & Ritter LLP

At Maxwell Locke & Ritter, we’ve built our business to address your key milestones—and every moment in between. Our experienced team handles the tax, audit, advisory, and wealth management services you need to achieve your goals. Along the way, we provide the strategic vision and thoughtful advice necessary to navigate today’s ever-changing marketplace. In 1997, we established ML&R Wealth Management, creating the opportunity to offer independent advisory services to individuals, families, business owners, and nonprofit organizations with personalized investment management services. As a fee only advisor, ML&R Wealth Management has over $2 billion in assets under management and approaches investments holistically. Fees are transparent, easy to understand and based solely on the value of investments managed. ML&R Wealth Management services seamlessly integrate with all other services at Maxwell Locke & Ritter, offering a one stop solution for your financial needs by focusing on: • Personal Wealth Management • Women & Financial Freedom • Corporate Retirement & 401(k) Plans • Institutions & Nonprofits Our vision is to be a great place to work where our people reach their potential and provide exceptional service to our clients and the community. It is our mission to help our people and clients achieve their goals, and through our efforts, we have been awarded: • Ethics in Business Award by the Samaritan Center • Accounting Today’s #1 Best Mid-Sized Accounting Firms to Work For • Accounting Today’s Best Firms to Work For Women • Accounting Today’s Top 100 Regional Firms • INSIDE Public Accounting’s Best of the Best Firms • INSIDE Public Accounting’s All Star Firms • INSIDE Public Accounting’s Top 200 Firms