Bumgardner, Morrison & Co LLP

Bumgardner, Morrison & Co LLP Since 1946, BMC has provided quality audit, tax, and investment advisory services in Victoria, TX.

🏔️ Step by step, you'll get there.Every financial journey starts with a single step. Whether you're planning for retirem...
08/25/2026

🏔️ Step by step, you'll get there.

Every financial journey starts with a single step. Whether you're planning for retirement, preparing for life's changes, or organizing your financial future, you don't have to do it alone.

At Bumgardner Morrison & Company, we're here to provide thoughtful guidance and help you build a plan that fits your goals.

Take the first step. We'll walk alongside you.

📢 Phone Lines Temporarily DownBumgardner Morrison’s phone lines are currently down. We apologize for the inconvenience a...
08/24/2026

📢 Phone Lines Temporarily Down

Bumgardner Morrison’s phone lines are currently down. We apologize for the inconvenience and appreciate your patience while we work to get them back up and running.

In the meantime, please email [email protected] or reach out directly to your respective Bumgardner Morrison contact by email.

Thank you for your understanding! 🙏

🌿 National Senior Citizens Day is a reminder that some of life's most important conversations are the ones we often put ...
08/21/2026

🌿 National Senior Citizens Day is a reminder that some of life's most important conversations are the ones we often put off.

Estate planning, legacy planning, and preparing important financial documents aren't always easy topics to discuss, but taking the time to plan can help provide clarity and direction for your loved ones in the future.

Whether you're reviewing your estate plan, organizing important financial information, or preparing for the next stage of life, Bumgardner Morrison & Company is here to help guide those conversations with care and professionalism.

Planning ahead is one way to help ensure your wishes are clearly documented and to make important decisions before your family may need to make them during a difficult time.

If it's time to start the conversation, we're here to help.

It's easy to get caught up in the day to day responsibilities of life. Taxes, retirement planning, investment decisions,...
08/12/2026

It's easy to get caught up in the day to day responsibilities of life. Taxes, retirement planning, investment decisions, and keeping up with your financial to do list can take up more time and energy than you'd like.

But the goal isn't just checking boxes. It's creating more opportunities to enjoy the moments that matter most.

Whether you're planning for the future, navigating life's changes, or simply looking for guidance, Bumgardner Morrison & Company is here to help you organize your financial life with thoughtful planning and personalized support.

Because while you're focused on making memories with the people you love, we're here to help you stay focused on your financial plan.

🎉👨‍👩‍👧‍👦 August is National Family Fun Month!Life is made up of moments that matter. Family vacations, backyard barbecue...
08/03/2026

🎉👨‍👩‍👧‍👦 August is National Family Fun Month!

Life is made up of moments that matter. Family vacations, backyard barbecues, game nights, cheering from the sidelines, and making memories with the people you love.

As your family grows and life changes, your financial priorities may change too. Whether you're welcoming a new child, planning for education, preparing for retirement, or simply reviewing your financial plan, taking time to evaluate your goals can help keep your plan aligned with what matters most.

At Bumgardner Morrison & Company, we're here to provide thoughtful financial planning and guidance through every stage of life. Because supporting your family's future means helping you prepare for the moments you'll treasure along the way.

Here's to making memories this National Family Fun Month! 💙

🏡 Is your retirement plan built to last?Retirement isn't just about reaching a certain age—it's about creating a strateg...
07/29/2026

🏡 Is your retirement plan built to last?

Retirement isn't just about reaching a certain age—it's about creating a strategy that supports the lifestyle you want for years to come.

From income planning and healthcare considerations to legacy goals and changing financial needs, a well-designed retirement plan helps you prepare for both the expected and the unexpected.

At Bumgardner Morrison & Co. LLP, we're here to help you build a retirement strategy designed for long-term confidence, so you can focus on enjoying the moments that matter most.

👴👵🏡✨

✈️ Your bucket list deserves a plan.Whether it's skydiving, traveling the world, buying a dream home, or finally taking ...
07/20/2026

✈️ Your bucket list deserves a plan.

Whether it's skydiving, traveling the world, buying a dream home, or finally taking that once-in-a-lifetime trip, the goals you're excited about shouldn't stay on the "someday" list forever.

A solid financial plan can help turn big dreams into achievable milestones—so you can focus on making memories, not just making plans.

At Bumgardner Morrison & Co. LLP, we're here to help you build a strategy that supports both your future needs and your future adventures.

🪂🌎✨

Estate planning is about more than documents—it's about making sure your wishes are understood and your loved ones are p...
07/16/2026

Estate planning is about more than documents—it's about making sure your wishes are understood and your loved ones are prepared when important decisions need to be made.

Every family is unique. Blended families, family businesses, multiple generations, special circumstances, and differing opinions can all add complexity to the planning process. That's why open communication and thoughtful planning are so important.

At Bumgardner Morrison & Co. LLP, we help families navigate these conversations and create plans that reflect their goals, values, and unique family dynamics. No matter your situation, we're here to help bring clarity and confidence to the process.

🎓 No matter where you are in the journey, having a plan can make a difference.Whether college is years away or just arou...
07/07/2026

🎓 No matter where you are in the journey, having a plan can make a difference.

Whether college is years away or just around the corner, taking time to understand the financial impact of higher education can help families make informed decisions and prepare for what lies ahead.

The earlier you start planning, the more options you may have—but it's never too late to begin.

📚🎓

🇺🇸 Happy Fourth of July!Today, we celebrate the freedoms, opportunities, and communities that make our country strong.Fr...
07/04/2026

🇺🇸 Happy Fourth of July!

Today, we celebrate the freedoms, opportunities, and communities that make our country strong.

From all of us at Bumgardner Morrison & Co. LLP, we wish you and your family a safe, happy, and memorable Independence Day.

🇺🇸✨

Address

1501 E Mockingbird Lane, Suite 300
Victoria, TX
77904

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13615750271

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