Greg assists clients in managing, preserving and building wealth through innovative, tax efficient investment strategies. He regularly works with clients in the areas of investment strategy development, asset allocation planning, integration of investments with tax and estate planning to minimize taxation, in-depth portfolio analysis, due diligence, the selection of independent money managers, and the monitoring of investment performance. In addition to his years with LBMC, his experience includes the development of a branch of a national bank trust department with assets of over $10 billion, where he was Vice-President in charge of employee benefit, traditional trust and investment management accounts.

LBMC Investment Advisors, LLC is a $625 million Registered Investment Advisory firm. Beginning in 2004 and continuing through 2011, LBMC Investment Advisors has been named among the “Best Managed Practices of Independent Advisory Firms” by Moss Adams, LP and Charles Schwab. LBMC was also the recipient of CPA Wealth Provider’s 2003 and 2004 Financial Planning Award. LBMC received the 2005 Practical Accountant’s Practice Innovation Award for its Client Service Roadmap. More recently, LBMC was named a “Wealth Master” by Bloomberg.

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Greg Herman Resume