make your good fortune better
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 Mobile App

Clients are able to review their financial picture and interact with a financial advisor – all in a secure and easy to use mobile app. This app provides a financial dashboard of the clients finances, document vault, current reports, budgeting tools and more.

  • Interactive dashboard: Get a financial picture with account balances, performance, and asset allocation.
  • Dynamic reports: Conveniently access current investment information and quarterly reports.
  • Document vault: Securely send and receive files with a financial advisor
  • Quarterly newsletters: Keep up-to-date with quarterly insights.

LBMC Investment Advisors Accolades

  • 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