LBMC Investment Advisors’ Greg Herman Named to Barron’s Top 1,200 Financial Advisor for 2022
2 min readNASHVILLE, Tenn., March 24, 2022–(Company WIRE)–LBMC Investment decision Advisors, a Registered Investment decision Advisory company with $1.9 billion in Belongings Underneath Management, proudly announces that Taking care of Partner Greg Herman has been named a Barron’s Prime 1,200 Economic Advisor in 2022.
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LBMC Financial commitment Advisors, a Registered Investment Advisory business with $1.9 billion in Assets Less than Administration, proudly announces that Taking care of Associate Greg Herman has been named a Barron’s Best 1,200 Fiscal Advisor in 2022. (Photograph: Business Wire)
Barron’s ranks its Best 1,200 Financial Advisors checklist based mostly on belongings beneath management, revenues produced by advisors for their firms, and the high quality of the advisors’ practices. When assessing advisors for the checklist, Barron’s examines regulatory data, inner firm files and additional than 100 info factors provided by the advisors on their own.
“I am honored to be regarded on Barron’s prestigious Prime Monetary Advisors checklist for 2022,” stated Herman. “We imagine the achievements of LBMC Financial commitment Advisors can be attributed to placing our clients’ passions very first, interacting with them on a cost rather than commission basis, retaining our expertise, and steering clear of the investment industry sounds of the day, though leveraging the toughness of the LBMC brand name and our partnership with the LBMC Spouse and children of Organizations.”
About LBMC Expense Advisors
LBMC Expense Advisors, LLC is a $1.9 Billion in Property Below Management Registered Investment decision Advisory company dependent in Tennessee with the mission of offering fiscal peace of brain for consumers. A CNBC designated major 25 price-only wealth management company and member of the LBMC Spouse and children of Companies, LBMC Expense Advisors was founded far more than 20 decades back with the worth proposition of supplying coordinated tax and expense guidance. Right now, LBMC Investment decision Advisors serves a lot more than 450 consumers and is increasing at a speedy clip working with clientele in the spots of financial investment method advancement, asset allocation arranging, integrations of investments with tax setting up, and portfolio assessment. For far more information and facts, pay a visit to www.lbmcinvestmentadvisors.com.
About the LBMC Family members of Businesses
LBMC serves 10,000 customers with various requirements throughout a spectrum of industries. The LBMC Family members of Organizations has much more than 750 staff members, with offices in Chattanooga, Nashville (Brentwood), and Knoxville, TN, and Charlotte, NC. Started in 1984 as a conventional accounting business, LBMC has expanded its concentration to fulfill a wide vary of advisory and business consulting needs for its assorted consumer foundation. Today, we have turn out to be business leaders in fiscal, human resources, engineering, info stability, and prosperity advisory services for organizations and men and women. For extra data, visit lbmc.com.
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Contacts
SUZANNE REED (615) 309-2282, [email protected]