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Greg Herman, CFP<sup>®</sup>, Managing Partner, Investment Advisors

Greg Herman, CFP® Managing Partner, Investment Advisors

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Phone: 615-309-2386




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 twenty five 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 $1.1 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:

  • United Way of Williamson County Board Member and 2014 Campaign Chair
  • Battle Ground Academy Trustee and Treasurer
  • Past Chairman of OUR KIDS Organization

Outside the Office

Greg resides in Brentwood, Tennessee, with his wife and two children. Aside from spending time with family, he enjoys golf, exercising, and cross-word puzzles.

Contact LBMC


  • Vanderbilt University, Masters of Business Administration with a concentration in finance - Owen Graduate School of Management
  • Auburn University, Bachelor's - Industrial Engineering
“It's not what you gross, but what you net!”
Greg Herman