MARVIN E. BLUM is an attorney and CPA based in Fort Worth. He is Board Certified in Estate Planning and Probate Law and is a Fellow of the American College of Trust and Estate Counsel. 

Mr. Blum founded The Blum Firm, P.C., now in its 40th year. The Blum Firm is one of the premier estate planning firms in the nation, known for creating customized, cutting-edge estate plans for high-net-worth individuals. The firm specializes in estate and tax planning and the related specialties of asset protection, business planning, business succession planning, charitable planning, family legacy planning, fiduciary litigation, and guardianship.

Mr. Blum serves on the Editorial Advisory Committee for Trusts & Estates magazine. He is Treasurer for the Fort Worth Symphony and the Texas Cultural Trust. He is a member of the Boards of Directors of the Multicultural Alliance and B Sharp Youth Music Program. 

Mr. Blum earned both his BBA in Accounting (Highest Honors) and his law degree (High Honors) from the University of Texas.

Scott co-founded Presidio Wealth Partners in 2023. He has worked in the financial services industry since 1995. Throughout his career, Scott has focused on customizing the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. Presidio’s team utilizes a very comprehensive and customized approach that helps to ensure that our clients’ planning and investment opportunities are identified and correctly focused on now and into the future.

Scott graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas. Currently, Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner(CFP®) and a Certified Public Accountant (CPA). Over the years, Scott has conducted Continuing Education courses for Certified Public Accountants. In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investor’s Business Daily, Barron’s, USA Today, Money Magazine, Investopedia.com, Investment News, Kiplinger, WealthManagement.com, Financial Planning Magazine, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum. For his writings and contributions, Scott was named in 2019 as a Top 100 Financial Advisor in America by Investopedia. Related to his retirement planning experience, Scott is also a member of Ed Slott’s Master Elite IRA Advisor Group SM.

Scott is also an Advisory Board Member and is a guest lecturer for the University of Texas McCombs School of Business Wealth Management Center. He has been active as a member of the American Institute of Certified Public Accountants (AICPA) where he holds the Personal Financial Specialist (PFS) accreditation. Locally, Scott has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee. As a thought leader in Financial Planning, Scott chairs the national Tax and Estate Planning Knowledge Circle for the Financial Planning Association (an association of CFP® certificants).

Scott has been married for over 30 years to his wife Geri and they have two adult sons.