LBMC Investment Advisors, a Registered Investment Advisory firm with $1.6 billion in Assets Under Management, proudly announces that Managing Partner Greg Herman has been named a Barron’s Top 1,200 Financial Advisor in 2021.
Barron’s ranks its Top 1,200 Financial Advisors list based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. When evaluating advisors for the list, Barron’s examines regulatory records, internal company documents and more than 100 data points provided by the advisors themselves.
“I am honored to be recognized on Barron’s prestigious Top Financial Advisors list for 2021,” said Herman. “We believe the success of LBMC Investment Advisors can be attributed to putting our clients’ interests first, interacting with them on a fee rather than commission basis, retaining our talent, and avoiding the investment market noise of the day, while leveraging the strength of the LBMC brand and our partnership with the LBMC Family of Companies.”
About LBMC Investment Advisors
LBMC Investment Advisors, LLC is a $1.6 Billion in Registered Investment Advisory firm based in Tennessee with the mission providing financial peace of mind for clients. A CNBC designated top 25 fee-only wealth management firm and member of the LBMC Family of Companies, LBMC Investment Advisors was founded more than 20 years ago with the value proposition of providing coordinated tax and investment advice. Today, LBMC Investment Advisors serves more than 425 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.
About the LBMC Family of Companies
LBMC serves 10,000 clients with diverse needs across a spectrum of industries. The LBMC Family of Companies has more than 700 employees, with offices in Chattanooga, Nashville (Brentwood), and Knoxville, TN, and Charlotte, NC. Founded in 1984 as a traditional accounting firm, LBMC has expanded its focus to meet a broad range of advisory and business consulting needs for its diverse client base. Today, we’ve become industry leaders in financial, human resources, technology, information security, and wealth advisory services for businesses and individuals. For more information, visit lbmc.com.