MRM Expands Wealth Advisory Services By Merging In Endeavour Private Wealth
MRM CPAs & Wealth Advisors is pleased to announce it is merging in Endeavour Private Wealth, a respected Houston-based financial advisory firm. This strategic partnership strengthens MRM’s ability to deliver comprehensive, integrated wealth management solutions to business owners, executives, and high-net-worth families throughout Texas and beyond.
“This combination has been in the works for some time,” said Brett Mills, CEO of MRM. “We’ve had the pleasure of collaborating with Kip and Neal for years, and I’m thrilled to officially welcome them to the MRM family. Together, we’re expanding the depth and breadth of our private wealth and tax capabilities giving our clients the advanced, personalized guidance they expect and deserve.”
Founded by Kenneth “Kip” Haines and Neal Patel, Endeavour Private Wealth is known for its client-centric approach and expertise in financial planning, estate and wealth transfer strategies, investment management, and risk mitigation. The firm’s focus on building long-term, multigenerational relationships aligns seamlessly with MRM’s culture and values.
“Joining MRM opens new doors for our clients and our team,” said Endeavour Co-Founder Kip Haines. “With access to MRM’s robust platform, advanced technology, and deep tax advisory resources, we’re able to scale our services and continue delivering the tailored, relationship-based support our clients rely on while enhancing the value we bring to every stage of their financial lives.”
“At Endeavour, we’ve always believed in building relationships that last for generations,” said Neal Patel, Co-Founder of Endeavour Private Wealth. “This merger with MRM allows us to amplify that mission. We’re combining our boutique-level service with the robust infrastructure and tax expertise of MRM, creating an even stronger platform to serve our clients’ evolving financial needs with greater depth and precision.”
A Strategic Leap for the CPA and RIA Industries
The combination of MRM CPAs & Wealth Advisors and Endeavour Private Wealth represents a forward-thinking shift in client service across the CPA and wealth advisory professions.
Grounded in shared values of integrity, innovation, and a people-first approach, the merger brings together two firms with complementary strengths and a vision for the future.
MRM’s legacy of proactive tax, audit, and consulting services combined with Endeavour’s sophisticated wealth management expertise positions the newly merged firm to offer more holistic, end-to-end financial solutions for middle-market and high-net-worth clients.
“This merger amplifies our ability to support clients through every phase of their financial journey, from strategic tax planning and business consulting to long-term wealth preservation,” said Brett Mills. “It’s a step forward for our firms, our clients, and the evolving landscape of the financial services industry.”
As the profession continues to evolve in a rapidly changing economic and technological environment, the combined firm is poised to deliver expanded value locally, nationally, and beyond. This partnership exemplifies the power of collaboration in building scalable, yet deeply personalized, client service models.
About MRM
MRM CPAs & Wealth Advisors is a full-service independent accounting, tax, and assurance firm, as well as a registered independent advisory and wealth management firm with a legacy of excellence spanning over 60 years. Headquartered in Frisco, Texas, MRM helps businesses and individuals reach their maximum potential through innovative, personalized financial solutions.
For more information, visit www.mrmcpas.com
About Endeavour Private Wealth
Led by Kip Haines and Neal Patel, Endeavour Private Wealth has earned the trust of high-net-worth families, business owners, and executives across Houston and the U.S. With a deep commitment to personalized service and long-term relationships, the firm provides expertise in financial planning, investment management, risk management, and multigenerational wealth strategies.