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Overview

Overview

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At LBMC, we create 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.

Investment Advisor Services include:

  • Investment Check-Up
  • Strategy Creation
  • Implementation
  • Review

LBMC Investment Advisors is nationally recognized. Accolades include:

  • CNBC 2014 Top 25 Fee Only Wealth management Firm
  • Designated Best Managed Practice by Charles Schwab – 6 years in a row
  • Wealth Magnet Award by CPA Wealth Provider
  • Practical Accountant’s Practice Innovation Award
  • Bloomberg “Wealth Master”
  • CPA Wealth Provider Annual Financial Planning Award