MLR Financial Partners is a division of Mersereau, Lazenby & Rockas, LLC, a full-service CPA firm and Registered Investment Advisor. Our firm was founded by Timothy Mersereau in 1986. Since its founding, the firm has grown from a one-person operation to a firm of 15 professional and administrative staff, including four licensed CPAs and three CFP® designations.

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We are grateful to serve individual and institutional clients throughout Montana and Georgia, as well as numerous other states across the country. Our clients come from many different professions, backgrounds, and experiences.

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We are large enough to meet your needs, yet small enough to deliver the responsive service you expect. This personalized service is one reason why our firm has grown significantly through client referrals, for which we are very grateful.