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Build, Protect, And Preserve Your Wealth Legacy

We bring complex wealth management and tax strategy together under one roof, helping you keep more of what you earn today, enjoy the wealth you’ve built, and plan thoughtfully for the next generation.

OUR FIRM
 Deep South Texas Roots And Long-Term Guidance

Since 1952, Bumgardner Morrison has served families, landowners, and business owners across South Texas. Our history here gives us a practical understanding of the industries, values, and responsibilities that shape the financial lives of the people we serve.

OUR TEAM
 Work With A Firm That’s Built To Coordinate Complex Wealth

Our advisors, CPAs, and bookkeepers work together to bring precision, practical guidance, and continuity to your financial life, with people who understand the context behind the numbers.

OUR SERVICES
 Tax, Wealth, & Business Guidance Under One Roof

Coordinate tax and accounting, personal wealth, and business planning through a team that maintains clear visibility across every area of your wealth.

Tax & Accounting

Plan and prepare for individual and business taxes, trust, gift, and estate matters, bookkeeping, payroll, and financial statement needs.

Explore Tax & Accounting

Personal Wealth

Coordinate investments, retirement, tax strategy, insurance, estate and legacy planning, education funding, and broader financial planning around your goals.

Explore Personal Wealth

Business Services

Plan for the business you own today and the transition ahead through business planning, succession planning, exit strategy, and retirement and qualified plans.

Explore Business Services

Connect Your Tax Strategy To The Wealth You’re Building

Our advisors and tax professionals can coordinate investments, retirement, business needs, and tax planning around the complete picture of your wealth, centered on your unique goals and timeline.

Connect With Our Team

OUR CLIENTS
 Work With Advisors Who Know Where You’re Coming From

Our clients bring financial lives shaped by hard work, ownership, changing income, retirement, land, and major life transitions. We tailor our guidance to the priorities and financial realities that come with each.

Agriculture Industry

Agriculture Industry

Coordinate land, taxes, income, and long-term family ownership.

Trade Professionals

Trade Professionals

Turn years of work and retirement savings into a plan for the life you want next.

Business Owners

Business Owners

Connect tax planning, business strategy, succession, and personal wealth.

Newly Independent

Newly Independent

Get practical guidance after divorce, the loss of a spouse, or another major financial transition.

Oil & Gas

Oil & Gas

Coordinate industry-specific income, tax planning, investments, and retirement priorities.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Bring retirement income, investments, taxes, and legacy planning into one coordinated strategy.

See Who We Serve

OUR RESOURCES
 Financial Education Resources For Your Life, Business, Wealth, And Taxes

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
Learn More
Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?
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Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Learn More

Call Us

(361) 575-0271

Address

1501 East Mockingbird Lane
Suite 300
Victoria, TX 77904