Wealth Management

Wealth Management

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We have been taking care of some of Nashville’s most prominent companies, individuals and families for over 30 years with our comprehensive suite of executive level services. LBMC brings a coordinated effort among departments that is not available through traditional firms or sole solution providers.

For high wealth families and individuals, we are uniquely qualified to handle even the most complex tax and wealth transfer issues, including tax planning and compliance, estate planning and wealth transfer strategies, and income and retirement planning. With LBMC, you can have confidence that our experience and personal service deliver results focused on your goals and your future.

Investment Advisors
Investment Advisors

Our independent, fee-only specialists use coordinated investment and tax advice to create customized solutions. We consider all of the components that affect your financial well-being and provide you peace of mind.

Wealth Advisors
Wealth Advisors

Historically wealth was largely passed down from generation to generation. However, today we see wealth created in many ways and an increased need for professional assistance in the management of complex financial affairs for wealthy individuals, corporate executives and families.