Wealth Advisors for Complex Financial Lives
When your financial life becomes more complex, your advisors shouldn’t operate in silos.
At LBMC Wealth Advisors, investment guidance, tax planning, estate and wealth transfer strategies, family office services, and personal financial management work together through one coordinated team. Instead of managing multiple firms with disconnected or competing advice, you’ll have experienced professionals collaborating around a single financial strategy tailored to your goals, responsibilities, and financial circumstances.
For more than 30 years, we’ve built long-term relationships with business owners, executives, high-net-worth individuals, and families, helping them make confident decisions through every stage of life. Our advisors are equipped to address complex matters involving personal tax planning and compliance, trusts and estates, executive compensation, charitable giving, retirement income, and the transfer of wealth to future generations.
The result is advice that is coordinated, personal, and focused on protecting what you’ve built while preparing for what comes next.
Find the Right Financial Solution
If you’re looking for help with any of the following, our advisors are here to help you find the right solution.
Reduce My Tax Burden
Minimize taxes today while building a strategy that supports your long-term financial goals.
Grow & Protect My Wealth
Build an investment strategy aligned with your goals, risk tolerance, and long-term objectives.
Plan My Legacy
Preserve your wealth with a plan to transfer assets to future generations according to your wishes.
Simplify My Financial Life
Bring your investments, taxes, household finances, and family wealth planning together through one coordinated advisory relationship.
Simplify Daily Financial Tasks
Stay organized with trusted support for bill payment, account oversight, and day-to-day financial administration.
Navigate Life Transitions
Make informed financial decisions during divorce, asset division, and other significant life transitions.
What sets LBMC apart is our coordinated approach. Our tax, investment, estate, and wealth advisors work together to deliver integrated guidance tailored to your goals.
A Coordinated Approach to Wealth Management
Your investment strategy affects your taxes. Estate planning impacts your family’s future. Major life events can influence every financial decision you make.
That’s why LBMC brings experienced professionals together across investment management, tax planning, estate and wealth transfer, family office services, and daily financial management. Rather than working with multiple firms that operate independently, you’ll have one coordinated team focused on helping you achieve your financial goals.
Investment Management Backed by Tax Expertise
Unlike firms that focus solely on investment performance, LBMC Investment Advisors works alongside our tax professionals to help align your investment decisions with your broader financial strategy. Our independent, fee-only investment advisors provide objective guidance while collaborating with your advisory team to identify opportunities, manage risk, and help you pursue your long-term goals.
Learn More About LBMC Investment Advisors
*Advisory services offered through LBMC Investment Advisors, LLC; an Investment Adviser registered with the U.S. Securities & Exchange Commission.
Comprehensive Planning for Complex Financial Lives
As your financial life evolves, so do the decisions you face. From trusts and estate planning to executive compensation, charitable giving, family office services, and personal tax planning, our advisors work together to address every aspect of your financial picture. By coordinating across disciplines, we help simplify complex decisions and provide advice that’s aligned with your priorities.
Guidance That Evolves With You
Financial planning isn’t a one-time event. Markets change, tax laws evolve, and personal circumstances shift over time. Our advisors build long-term relationships with clients, providing ongoing guidance that adapts as your goals and needs change. Through every stage of life, you’ll have experienced professionals who understand your situation and are committed to helping you move forward with confidence.
$2+ Billion
Assets Under Management
Our investment advisors manage more than $2 billion in client assets through personalized, fee-only investment management.
Learn how LBMC Investment Advisors reached this milestone. →
Barron’s Top 1,200
Nationally Recognized Leadership
Managing Partner Greg Herman has been recognized by Barron’s as one of the nation’s Top 1,200 Financial Advisors.
Accounting Today Top Firm
Recognized for Excellence
LBMC Investment Advisors was named a 2025 Top Firm by Assets Under Management by Accounting Today.
30+ Years
Trusted Relationships
For more than three decades, we’ve helped individuals, families, business owners, and executives make confident financial decisions through coordinated advice.
Wealth Planning Insights & Resources
Our advisors regularly publish articles and practical guidance on the topics that matter most to individuals, families, business owners, and executives. Browse insights by topic to find information that’s relevant to your financial goals.
Tax Planning
Helping individuals, families, and business owners proactively manage taxes while preserving wealth.
Planning Strategies
- Establishing Residency for State Tax Purposes
High-net-worth individuals relocating or working remotely face complex state tax rules. Learn how residency, domicile, and income allocation affect taxes. - The 2026 Tax Effects of Interest-Free Family Loans
Interest-free family loans can trigger unexpected taxes if structured incorrectly. Learn the 2026 tax rules, risks, and planning considerations.
Featured Resource
Stay ahead of changing tax laws with practical planning strategies.
Our annual Tax Planning Guide helps individuals, families, business owners, and executives identify planning opportunities before year-end. Explore recent tax law changes, strategies to reduce your tax burden, retirement planning considerations, charitable giving opportunities, and more.
- Understanding Tax Rates – Marginal vs. Effective/Average vs. Actual
Learn the difference between marginal, effective, and actual tax rates—and how they impact year-end planning and unexpected tax bills. - Basic Rules for Charitable Contribution Deductions
Understand charitable contribution deduction rules, including limits, qualified organizations, and tax strategies to maximize your deductions. - Tax Implications of Converting a Personal Residence to Rental Property
Converting a home to rental property? Understand depreciation, basis rules, and tax consequences before you make the switch. - A Beginner’s Guide to Vacation Home Rentals
Learn how vacation rental tax rules work, including the 14-day rule, personal use limits, and how to report income and expenses correctly. - Section 1031 Like-Kind Exchanges under the TCJA
The Tax Cuts and Jobs Act of 2017 changed the tax landscape, including Section 1031 like-kind exchanges. - Section 199A Rental Real Estate Activity Safe Harbor
Learn how rental real estate can qualify for the Section 199A deduction under IRS safe harbor rules.
Tax Law & Legislative Updates
- One Big Beautiful Bill Act: Key Tax Changes in 2025
Trump’s 2025 One Big Beautiful Bill overhauls tax laws for individuals, businesses, and international transactions. Review changes. - Tennessee Works Tax Act of 2023 Enacts Changes
Review Tennessee tax law changes affecting sales and use tax, franchise and excise taxes, and business tax.
Investing & Financial Planning
Explore strategies for growing, protecting, and managing your wealth through every stage of life.
- Start 2025 Off Right with These Financial Planning Ideas
Explore crucial insights for the year ahead, from TCJA sunset tax adjustments to beneficial ownership reporting and family wealth management. - Maximizing Retirement Savings: Understanding the Benefits of IRAs
Maximize retirement savings with IRAs. Learn tax benefits, contribution limits, and strategies like backdoor Roth conversions and QCDs. - Custodial Roth IRAs and the Magic of Compound Interest
A custodial Roth IRA is a retirement savings account funded with post-tax dollars for individuals under the age of 18. - Stock Splits Explained: How They Work
Learn how stock splits and reverse stock splits work, why companies use them, and what they mean for your investment strategy. - Tax Implications of a Hedge Fund Investment
Discover what hedge fund investment involves, including key benefits and the tax considerations every investor should know. - Tax Implications of a Publicly Traded Partnership Investment
A publicly traded partnership can be an excellent investment choice, but there are important tax considerations to understand. - Wealth and Tax Planning: The Perfect Combination
Learn how coordinated wealth management and tax planning can help support your long-term financial goals. - The Possible Strategy of the Trump Tariffs
Explore how proposed tariffs could impact domestic industry, trade, and long-term economic growth.
Estate & Legacy Planning
Protect your wealth, support future generations, and create a lasting legacy through thoughtful estate planning.
- Charitable Remainder Trusts: Types, Benefits, and Pitfalls
Discover how Charitable Remainder Trusts can benefit your estate planning and tax strategy. - How GRATs Help Transfer Wealth Efficiently
Learn how Grantor Retained Annuity Trusts work and when to consider this estate planning strategy. - The Pros and Cons of Grantor Trusts
Explore the benefits and risks of using a grantor trust as part of your tax strategy. - Irrevocable Life Insurance Trust (ILIT) Administration Checklist
Review funding, Crummey notices, gift tax reporting, and compliance requirements for ILITs. - Tax Carryovers When a Spouse Dies
Learn how tax carryovers such as NOLs, capital losses, and charitable contributions are treated after the death of a spouse.
Business Owners & Executives
Financial and tax planning strategies for business owners, executives, and individuals with more complex financial needs.
- What Does the New Qualified Business Income Deduction Mean for You?
Learn how the Section 199A Qualified Business Income Deduction benefits owners of pass-through businesses. - Shareholder Loan Rules and AFR Requirements
Understand shareholder loan rules and AFR rates to avoid IRS reclassification and below-market loan risks. - When Should You Exercise Your Nonqualified Stock Options?
Review the tax implications and planning considerations before exercising nonqualified stock options. - How Trump’s Return Could Impact Federal Taxes
Explore potential federal tax policy changes affecting businesses and individuals.
Life Transitions & Family Law
Major life events often require thoughtful financial guidance. Explore resources designed to help navigate significant personal and financial transitions.
- Five Hidden Complexities in Divorce
Learn about common financial issues that can complicate divorce settlements and asset division. - Collaborative Divorce, Mediation, and Traditional Litigation
Understand the differences between collaborative divorce, mediation, and traditional litigation. - Family Lawyers Turn to LBMC as Divorce Season Peaks
Learn why family law attorneys seek experienced financial professionals to support clients during divorce. - LBMC Launches Family Law Support Services
Learn about LBMC’s Family Law Support Services and how they help attorneys and their clients navigate complex financial matters.
Trusted Relationships. Lasting Results.
Managing wealth is about more than investment performance; it’s about having advisors you trust through every stage of life. These client stories reflect the long-term relationships and personalized guidance that have defined LBMC for decades.
Financial priorities evolve throughout life — from growing wealth and preparing for retirement to planning your legacy. Having advisors who understand your goals over time helps you make confident decisions through every stage.
“The idea that it’s nothing but a service just doesn’t get you very far. The relationship we have with our clients has been personal to us always. These are important issues for our clients, and it’s how we make a living.” – Mike Cain, LBMC co-founder
Lasting relationships are built on trust, responsiveness, and understanding a client’s business over time. That’s why many of our client relationships have lasted for decades.
“LBMC has always been available. Regardless of what’s happening, whether things are going right or wrong, it pays to have trusted advisors at your side that fully understand what you do. When you need them, they’re there. LBMC has been an integral part of our success.” – Richard Hagemeyer, Agmark co-founder and owner
Meet Your Wealth Advisory Team
Our team brings together investment advisors, wealth planners, tax professionals, and other specialists to provide coordinated guidance tailored to your financial goals.
LBMC Wealth Advisors
Let’s Make Sure We’re a Good Fit
Thank you for your interest in LBMC. We partner with high-net-worth individuals, families, and trusts seeking ongoing support in tax, family office services, estate planning, daily money management, or investment advisory.
Most engagements start at $5,000 and involve more complex or long-term financial needs. We may not be the best fit for one-time or lower-cost requests. If this aligns with your needs, share a few details below and our team will follow up.