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Our Team

Partnering with Bumgardner Morrison means you gain a team of 20 professionals committed to helping develop your ideal financial future.

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Our Promise

We believe that understanding you and your situation is the key to finding solutions that truly work for you. We promise to be your sounding board and guide you through the financial planning journey.

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Accounting, Audit 
& Tax

We understand that your days are busy and that your tax, accounting and audit needs may be overwhelming. We are here to help ease that burden.

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Tax-Optimized Wealth Management

As CPAs and financial advisors, Bumgardner Morrison has a comprehensive skillset that provides tax-optimized wealth management solutions for our valued clients.

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Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

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