LBMC Investment Advisors, a Registered Investment Advisory firm with $1.75 billion in Assets Under Management, proudly announces that Managing Partner Greg Herman has been named a 2023 Barron’s Top 1,200 Financial Advisor*.
Barron’s ranks its Top 1,200 Financial Advisors list based on three components: assets under management, revenues, and quality of practice. Assets under management and revenues are measures of client satisfaction, while quality of practice is based on questions evaluating an advisor’s character.
“I am honored to be recognized on Barron’s prestigious Top Financial Advisors list again this year,” said Herman. “We attribute the success of LBMC Investment Advisors to our team effort centered around our clients, who respond well to our value proposition of coordinated tax and investment advice.”
About LBMC Investment Advisors
LBMC Investment Advisors, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission, is a $1.75 Billion in Assets Under Management Registered Investment Advisory firm based in Tennessee with the mission of providing financial peace of mind for clients. Founded more than 20 years ago, LBMC Investment Advisors is a CNBC designated top 25 fee-only wealth management firm and member of the LBMC Family of Companies. Today, LBMC Investment Advisors serves more than 450 clients and is growing 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. For more information, visit www.lbmcinvestmentadvisors.com.
*Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a rated or ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. No fee was paid for consideration of this ranking. A more thorough disclosure of the criteria used in making this ranking is available upon request.