Creative Planning lands $2.2B wealth powerhouse
Stuart Smith, lead partner at
ML&R Wealth Management.
Texas-based ML&R Wealth Management has been operating for more than 25 years.
RIA Creative Planning is getting bigger in Central Texas as it incorporates a multibillion-dollar practice. The firm announced its acquisition of ML&R Wealth Management, a financial advisory firm that’s been operating for more than 25 years, currently with locations in Austin and Round Rock.
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