Greg Herman, CFP®

Managing Partner, Investment Advisors

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Auburn University, Bachelor’s – Industrial Engineering

Gregory M. (Greg) Herman serves as Managing Partner of LBMC Investment Advisors, LLC.

He assists clients by managing, preserving, and building wealth through innovative, tax efficient investment portfolios.

Greg has spent more than 25 years in the financial services industry.  After graduating with a Bachelor of Engineering from Auburn University, he worked for three years before returning to Vanderbilt University to get his MBA from Owen graduate School of Management.

Initially hired by a regional bank to start a new Trust Department in Nashville, Greg joined LBMC Investment Advisors in 1999 to spearhead the firm’s entrance into providing coordinated tax and investment advice to clients.


  • Certified Financial Planner (CFP®)


Greg prides himself on being able to take complex issues and make them easy to understand.  Once understood, he helps clients make decisions and move forward. LBMC Investment Advisors, LLC is a $1.9 billion Registered Investment Advisory Firm located in Nashville, Tennessee.

Community Involvement

Greg is active in and continues to support many professional and civic organizations, including:

  • OUR KIDS Clinic – Board Member and Finance Committee
  • Past United Way of Williamson County Board Member and 2014 Campaign Chair
  • Past Battle Ground Academy Trustee and Treasurer
It's not what you gross, but what you net!
Greg Herman

Thought Leadership

LIFO Method: What is LIFO?
NEWS: Accounting Today Names LBMC Top 32 Firm in Nation, Top Regional Firm for 2022
NEWS: LBMC Investment Advisors’ Greg Herman Named Barron’s Top 1,200 Financial Advisor for 2022