BMSS Wesson
Wealth Solutions

The convergence of unsolved problems with the desire and skills to create solutions…

At the heart of why a business begins is the convergence of an unmet need or unsolved problem, and the desire and skills to solve them. Because necessity is the mother of invention, we founded BMSS Wesson, a fee only financial planning and investment advisory firm.

Twenty five years ago, the founders of BMSS, LLC formed their public accounting and business advisory firm. Fast-forward twenty five years later, and their clients have moved forward with building successful businesses, accumulating wealth, and are transitioning their business and wealth to the next generation. In order to continue to provide their clients with the same high quality service and honest advice delivered by the CPA firm, it made sense to form a business to meet their clients’ needs in these new stages of their lives.

Who We Are

BMSS History

In 1991, Keith Barfield, Don Murphy and John Shank decided to leave a large, local firm to establish a new public accounting firm.  The objective was to build a workplace that highly values character, family and life/work balance, while creating a professional environment where each individual is treated with respect.   

Twenty-five years later, BMSS has grown into a top 10 accounting firm in Alabama with 130 employees and 55 CPAs.  BMSS serves a broad range of clients from start-up businesses to clients with revenues in excess of $2 billion.  The majority of the firm’s clients are family, owner-operator businesses across “main street” industries, including electrical subcontractors, specialty steel manufacturing, local credit unions, and non-profit organizations.  BMSS also works with a number of private-equity owned companies, private-equity funds and, as a member of the prestigious BDO Alliance USA, has access to BDO’s tremendous national resources.

For the last ten years, BMSS has been consistently named as one of the top places to work by the Birmingham Business Journal and has kept true to its founders’ vision of adding value for clients by fostering an environment of personal and professional fulfillment.

BMSS Wesson

At the heart of why a business begins is the convergence of an unmet need or unsolved problem, and the desire and skills to solve them. Because necessity is the mother of invention, we founded BMSS Wesson, a fee only financial planning and investment advisory firm.

Twenty five years ago, the founders of BMSS, LLC formed their public accounting and business advisory firm. Fast-forward twenty five years later, and their clients have moved forward with building successful businesses, accumulating wealth, and are transitioning their business and wealth to the next generation. In order to continue to provide their clients with the same high quality service and honest advice delivered by the CPA firm, it made sense to form a business to meet their clients’ needs in these new stages of their lives.