LBMC Investment Advisors’ Greg Herman Named Barron’s Top 1,200 Financial Advisor for 2024
29 March 2024 - 1:17AM
LBMC Investment Advisors*, a Registered Investment Advisory firm
with $1,900,000,000 in Assets Under Management, proudly announces
that Managing Partner Greg Herman has been named a 2024 Barron’s
Top 1,200 Financial Advisor**. This is the fourth consecutive year
Herman has ranked in the Top 15 Advisors for Tennessee in Barron’s
annual list.
The rankings are based on data provided by approximately 6,000
of the nation's most productive advisors. This year’s factors
included assets under management, revenue produced for the firm,
regulatory record, quality of practice, and philanthropic work.
“I am honored to be recognized on Barron’s prestigious Top
Financial Advisors list again this year,” said Herman. “We believe
the success of LBMC Investment Advisors can be attributed to
putting our clients’ interests first, offering them the value
proposition of coordinated tax and investment advice, and providing
service through our team approach.”
About LBMC Investment Advisors
LBMC Investment Advisors, LLC, a Registered Investment Advisor
with the U.S. Securities & Exchange Commission, is a $1.9
Billion in Assets Under Management Registered Investment Advisory
firm based in Tennessee with the mission of providing financial
peace of mind for clients. Founded 25 years ago, LBMC Investment
Advisors is a CNBC designated top 25 fee-only wealth management
firm and member of the LBMC Family of Companies. Today, LBMC
Investment Advisors serves more than 490 clients and is growing at
a rapid clip working with clients in the areas of investment
strategy development, asset allocation planning, integrations of
investments with tax planning, and portfolio analysis. For more
information, visit our website.
*Advisory services offered through LBMC Investment
Advisors, LLC., an Investment Adviser registered with the U.S.
Securities & Exchange Commission.
**Third-party rankings and recognition from rating services or
publications are no guarantee of future investment success. Working
with a highly rated advisor does not ensure that a client or
prospective client will experience a higher level of performance or
results. This rating should not be construed as an endorsement of
LBMCIA or by any client, nor are they representative of one
client’s evaluation. No fee was paid for consideration of this
ranking/award.
- Greg Herman Named Barron's Top 1,200 Financial Advisor for
2024
Lisa Namm
LBMC
6153092356
lisa.namm@lbmc.com