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MRZ Financial launches wealth management and investment practice

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Accountancy firm MRZ (MiddletonRaines+Zapata) has launched MRZ Financial, a registered investment advisory practice headquartered in Houston, Texas.

The practice is spearheaded by industry-veteran Ed Drake and will offer integrated financial planning, retirement, and risk management services to individuals and entrepreneurs, and will complement MRZ's existing tax consulting and compliance services.
 
MRZ Financial says its tagline, "Design. Direction. Freedom.” reflects the firm's focus on values-based financial planning which systematically aligns financial decision-making with the stated passions and long-term priorities of the client.
 
Drake is a veteran wealth management leader with over 26 years of experience in the financial planning realm. His stated mission is "to help people live happier, more financially-secure lives – happiness being defined as being engaged in ways that are personally meaningful and valued to them."
 
Drake says: "The MRZ culture and client focus is incredibly unique in the professional services industry. Truly client-focused planning and financial advice is a natural extension of such a unique firm. It presented such a powerful combination that I couldn't help but join the MRZ family."
 
MRZ managing partner Wesley Middleton adds: "We are excited to add personal planning and wealth management to the service offerings of MRZ. Ed is an incredibly talented planner and partner and we are looking forward to his contribution to the success of our clients."

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