LBMC Investment Advisors surpasses $1,000,000,000 in Assets under Management Mark

 

 

Nashville, TN – LBMC Investment Advisors, a CNBC1 designated top 25 fee-only wealth management  firm and member of the LBMC Family of Companies, proudly announces it has crossed the $1,000,000,000 in Assets Under Management threshold.

 

LBMC Investment Advisors opened its doors eighteen years ago with the value proposition of providing coordinated tax and investment advice. Today, they serve more than 300 clients and continue to grow at a rapid clip working with clients in the areas of investment strategy development, asset allocation planning, integrations of investments with tax planning, and portfolio analysis.

 

“I am humbled by the confidence our clients, coworkers and referral sources place in us,” said Greg Herman, LBMC Investment Advisors Managing Partner. “ I believe our success can be attributed to putting the client’s interest first, retaining our employee talent, interacting with clients on a fee and not commission basis, avoiding the investment market noise of the day as well as our geography and strong  positioning of LBMC as a Firm.”

 

LBMC Investment Advisors, LLC is a Registered Investment Advisory firm based in Tennessee with $1 Billion of Assets Under Management.   LBMC’s mission is to provide financial peace of mind for our clients. For more information, visit www.lbmcinvestmentadvisors.com.   

 

The LBMC Family of Companies has over 500 employees, with offices in Chattanooga, Nashville (Brentwood), and Knoxville, Tenn. Specific services offered by the LBMC “Family of Companies” include: accounting and assurance services, business and personal tax consulting, investment advisory services, professional staffing, human resources outsourcing, transaction advisory services, payroll services, technology solutions, IT security, healthcare consulting, planning services, litigation support, business valuations, and mergers and acquisitions.  For more information, visit www.lbmc.com.

 

 

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