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Insurance Agency

About Burkhart Peterson Insurance Agency

Personal and business insurance solutions from a licensed agency under common ownership with Burkhart Peterson.

Our Story

Burkhart Peterson Insurance Agency, LLC is a licensed insurance agency operating under common ownership with the Burkhart Peterson tax consulting firms and Burkhart Peterson, CPAs, PLLC. Headquartered in San Antonio, Texas, our agency serves clients across our Texas footprint with personal and business insurance solutions designed to complement their broader financial picture.

What Sets Us Apart

Insurance decisions don’t happen in a vacuum—they sit alongside your tax, business, and estate planning. As part of the Burkhart Peterson family of companies, our licensed insurance professionals can coordinate insurance recommendations with what’s happening on the tax and accounting side, while remaining a separate insurance company governed by its own agreements with you. Our agency earns commissions on policies sold rather than charging hourly fees.

Aligned with the Future

We work with multiple carriers so we can match coverage to client need rather than fit clients into a single product line. Our agents continually maintain their licenses and product education to keep recommendations current.

Who We Serve

  • Small to midsize business owners
  • Medical, Dental, and Veterinary practices
  • High-net-worth individuals and families
  • Real estate investors
  • Estate and succession planning clients

Insurance Solutions We Offer

  • Business insurance
  • Life insurance
  • Health insurance
  • Property & casualty insurance
  • Estate-planning-related insurance solutions
  • Key-person and buy-sell coverage

Leadership with Vision

Our agency is led by licensed insurance professionals who emphasize client education, suitability, and long-term relationships. Common ownership with the rest of the Burkhart Peterson family of companies means our agents can collaborate easily with tax and accounting professionals on your behalf.

Growth with Purpose

We continue to grow our agency in step with the clients we serve, adding carriers, product lines, and licensed staff to make sure our clients have access to the coverage they need at the moments that matter.

Want to talk through how we can help?

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