LBMC Investment Advisors, a $900,000,000 investment advisory firm associated with LBMC - one of the Southeast’s largest accounting and business consulting firms - proudly announces the advancement in certifications by Andrew Reid, Investment Advisor at LBMC Investment Advisors, LLC.
Andrew Reid has successfully completed a comprehensive course of study and received the CFP® certification from the CFP Board. This highly sought after designation is only achieved by meeting strict education, examination, experience and ethics requirements. After joining LBMC Investment Advisors, LLC in 2012, Reid continues to provide clients with in-depth portfolio analysis, asset allocation strategies, and tax efficient investment planning.
“CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. Andrew understands all the complexities of the changing financial climate and will make recommendations in the best interest of our clients. It is a high honor in our industry to have the “seal of approval”,” Greg Herman, LBMC Investment Advisors Partner.
Andrew is a graduate of Sewanee: The University of the South where he earned his Bachelor of the Arts in American Studies. Soon after graduating, Andrew attended the McIntire Business Institute at the University of Virginia where he studied business before moving to Nashville.
LBMC Investment Advisors, LLC is a $900 million Registered Investment Advisory firm. CNBC Named LBMC Investment Advisors, LLC 2014 as a Top 25 Fee-Only Wealth Management Firm in Nation. Over the years, LBMC Investment Advisors has been named among the “Best Managed Practices of Independent Advisory Firms” by Moss Adams, LP and Charles Schwab; received CPA Wealth Provider’s Financial Planning Award; earned the Practical Accountant’s Advisory Practice Innovation Award for our Client Service Roadmap; and was recognized as a “Wealth Master” by Bloomberg. LBMC’s Investment Advisors, LLC’s mission is to provide financial peace of mind to help their clients solve problems and take advantage of opportunities.