Creative Planning completed the acquisition of ML&R Wealth Management from Maxwell Locke & Ritter.

Creative Planning, an independent wealth management firm and registered investment advisor, completed the acquisition of ML&R Wealth Management, a company that works with non-profit organizations to build their portfolios over the long term, from Maxwell Locke & Ritter, a tax, audit, risk assurance, and transaction advisory services company. Financial terms were not disclosed. "We are pleased to welcome ML&R Wealth Management and their expert team into the Creative Planning fold. They've built a strong reputation as thought leaders as well as presence in the Central Texas community, constantly engaging with businesses and individuals with a breadth of insights and solutions to plan for a financially sound future," Peter Mallouk, Creative Planning CEO.