Who We Are
BMSS Wesson is a fee-only registered investment advisory and financial planning firm wholly owned by Barfield, Murphy, Shank & Smith, LLC. This partnership provides the stability and experience of a 25 year old top CPA firm with over 30 years of experience in Wealth services. Our firm is made up of NUMBER professionals in the areas of investment management, financial planning, tax planning, estate planning, business succession planning and business valuation. We collectively have over NUMBER years of experience, which gives us unique insights and qualifications developed through hundreds of client engagements.
Our goal is to serve you with our experience, skill, integrity and heart. Our desire is to get to know our clients deeply and then to assist them in developing their financial plans and in designing and managing their investment portfolios.