Choose Your CPA & Wealth Advisor with Confidence

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Are We a Good Fit?

Navigating your business and personal finances can be confusing or intimidating, which is why choosing the right CPA and Wealth Advisor is such an important decision.

At Bland Garvey, we believe you deserve to have professional guidance from someone who understands all of your finances — past, present, and future.

Great fit clients are those who value professional guidance and a holistic approach to their business and personal finances. If the following resonates with you, let’s have a conversation to confirm fit.

CPAs & Wealth Advisors, Serving North Texas & Beyond

Clients typically hire us when one or more of the following is true:

  • They are starting or own a service-based business and need help managing the taxes and finances.
  • They are looking for a full suite financial service provider that does it all – tax, accounting, wealth management, and advising.
  • Their growing business has lenders or investors who require financial statements.
  • They need guidance navigating the complexities of trusts, family limited partnerships, oil & gas royalties, rental properties, or multiple properties.
  • They want to ensure they are meeting state and international tax reporting requirements.
  • They are a young physician, dentist, or attorney interested in buying into a practice in the future.
  • They value long-term relationships and want to grow, live, and retire well.
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We serve a wide variety of professionals, but we have honed our speciality working with:

  • Physicians, Dentists & Healthcare Practices
  • Professional Service Businesses such as Architects, Engineers, Lawyers, and others

Partner with a Firm that Gives You the
Full Financial Picture

For 50+ years, Bland Garvey, PC has been serving businesses and families in North Texas through tax and accounting
services.

Since 2006, Bland Garvey Wealth Advisors, LLC has been helping clients plan and invest for retirement.

With both CPAs and Wealth Advisors on the Bland Garvey team, we can come alongside your business and family with a
full suite of services. We focus on developing a strategy according to your definition of success and provide clear guidance
so you can make decisions with confidence.

Schedule a consult Meet Our Team

We offer the full suite of services to help you live, grow, and retire well.

At Bland Garvey, we’re more than a CPA firm. We advise based on the past, present, and future. 

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1 Services provided by Bland Garvey, PC
2 Services provided by Bland Garvey Wealth Advisors, LLC

Your Road Map to Financial Confidence

Getting started as a client is simple.

Schedule a consult Guide: 6 tips to safeguard your business
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We’ll listen to your needs and goals for the future so we have a clear understanding of what success means to you.

Receive a Customized Plan

Whether it’s taxes, business consulting, or long-term financial planning, we’ll give you a straightforward plan in alignment with your goals.

Be Ready for What’s Next

As your business and personal assets grow, we will be right there with you, proactively looking out for your financial needs.

Have financial confidence today and for the future.

Going it alone with your money decisions can result in missed opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial insights you need to grow, live, and retire well.

Get professional guidance with the entire picture in mind

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