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 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.

Wealth Advisors and Investment Advisors Leadership

Link to Cindy Wealth & Investment Management

Cindy Harper

Shareholder, Practice Leader Wealth Advisors

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

Greg Herman

Managing Partner, Investment Advisors

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

Derek Bland

Partner, Investment Advisors

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phone icon email icon Nashville
Link to Briana Wealth & Investment Management

Briana Mullenax

Shareholder, Wealth Advisors

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phone icon email icon Nashville