LBMC Investment Advisors, a CNBC1 designated top 25 fee-only wealth management firm and member of the LBMC Family of Companies, has crossed the $1 billion in Assets Under Management threshold.
LBMC Investment Advisors opened its doors 18 years ago with the value proposition of providing coordinated tax and investment advice. Today, they serve more than 300 clients and continue to grow, 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.”