LBMC Investment Advisors, a Registered Investment Advisory firm with $1.75 billion in Assets Under Management, proudly announces that it has been named a 2023 Accounting Today Top Firm by Assets Under Management.*
Now in its 17th year, Accounting Today’s report ranks the top 150 CPA financial planners by AUM for its annual Wealth Magnets list. This year’s list was compiled from more than 200 submissions. LBMC Investment Advisors ranked 29th on the list.
“We are honored to be recognized on Accounting Today’s prestigious Wealth Magnets list again this year,” said Greg Herman, Managing Partner, LBMC Investment Advisors. “We believe the success of LBMC Investment Advisors can be attributed to putting our clients’ interests first, offering them the value proposition of coordinated tax and investment advice, and providing service through our team approach.”
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 25 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 our website.
About LBMC
LBMC is a top accounting and business consulting firm serving approximately 10,000 clients with diverse needs across a spectrum of industries. LBMC has more than 800 team members, with offices in Chattanooga, Nashville (Brentwood), and Knoxville, Tennessee, and Charlotte, North Carolina. Founded in 1984 as a traditional accounting firm, LBMC today is an industry leader in financial, human resources, technology, cyber risk, and wealth advisory services for businesses and high net worth individuals. For more information, visit lbmc.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.