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 type of public accounting firm. The goal was to build a workplace that values character, family and life/work balance while creating a professional environment where each individual is treated with respect.
Nearly 30 years later, BMSS has grown into a top three accounting firm in Alabama with 26 partners, 91 certified public accountants and approximately 200 people across all businesses and offices. Broadly based, BMSS serves clients in the revenue range of $1 million to $50 million. The majority of the firm’s clients are family-owned/operated businesses; however, we work with startups, private equity firms, smaller main street businesses, nonprofits and municipalities, and we serve one of the largest family-owned businesses in the state of Alabama, which operates worldwide with over $3 billion in revenue. BMSS is a member of the prestigious BDO Alliance USA, which allows access to BDO’s tremendous national resources.
Over the last 10 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.
Our People
Our team of professionals at BMSS Wesson share the common traits of thorough professionalism and unquestionable integrity. Individually, each one brings their own nuances of expertise to the table for our clients. To learn more about our team, click on the names below for a biographical summary of each professional.
BMSS Wesson Wealth Solutions Advisors:
