Wealth & Investment Management Services

We have been taking care of some of Nashville’s most prominent companies, individuals and families for over 30 years with our comprehensive suite of executive level services. LBMC brings a coordinated effort among departments that is not available through traditional firms or sole solution providers.

For families and high net wealth individuals, we are uniquely qualified to handle even the most complex tax and wealth transfer issues including: tax planning and compliance; estate planning and wealth transfer strategies; estate and trust matters; philanthropic issues; executive compensation planning; and income and retirement planning. With LBMC, you can have confidence that our experience and personal service deliver results focused on your goals and your future.

LBMC Investment Advisors, LLC

LBMC Investment Advisors, LLC, creates investment solutions by considering all the components that affect your financial well-being. Our independent, fee-only investment specialists provide financial peace of mind through coordinated investment and tax advice. Your investment success is encouraged by comprehensive counsel that keeps you moving forward. With the resources of the LBMC Family of Companies, we customize services to suit your needs, and do it with the utmost integrity, confidentiality, and personal attention for a relationship you can invest in.

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Individual Tax

Individual Tax

Tax & Wealth Planning for Individuals & Families

The LBMC Wealth Advisors team is comprised of experts in their fields with extensive experience in:

  • Accounting and Tax Services
  • Estate and Trust Matters
  • Executive Compensation Planning
  • Investment Services
  • Philanthropic Issues
  • Insurance and Retirement Planning

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Daily Money Manager

Time is your most valuable resource. We believe that paying bills and day to day money management shouldn’t distract from your busy calendar. LBMC Family Office will take on the worry and stress resulting from these day to day tasks, allowing your family the freedom to invest in quality time with one another.

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Family Office Services

Trust LBMC Family Office to absorb the management of your day to day responsibilities. We have been taking care of some of Nashville’s most prominent families for 30 years. Let us take care of you and your family in the same way. LBMC Family Office team provides peace of mind and coordination for high-net worth households with complex financial commitments that require vast expertise in many facets.

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Wealth Advisors and Investment Advisors Leadership

Link to Cindy Wealth & Investment Advisors

Cindy Harper

Shareholder, Practice Leader Wealth Advisors

phone icon email icon Nashville
phone icon email icon Nashville
Link to Greg Wealth & Investment Advisors

Greg Herman

Managing Partner, Investment Advisors

phone icon email icon Nashville
phone icon email icon Nashville
Link to Derek Wealth & Investment Advisors

Derek Bland

Partner, Investment Advisors

phone icon email icon Nashville
phone icon email icon Nashville

Better
Connections

Headquarters (Nashville, TN):
201 Franklin Road
Brentwood, TN 37027

Mailing Address:
P.O. Box 1869
Brentwood, TN 37024-1869

Phone: 615-377-4600

Office Hours: 8am-5pm, Monday-Friday

Charlotte, NC:
3800 Arco Corporate Drive, ​Suite 250
Charlotte, NC 28273
704-846-6750

Chattanooga, TN:
605 Chestnut Street, Suite 1100
Chattanooga, TN 37450
423-756-6585

Knoxville, TN:
2095 Lakeside Centre Way
Knoxville, TN 37922
865-691-9000

If you are not a client and are interested in more information on one of our service lines, complete the form below to have an LBMC sales team member contact you.