Accounting Today’s Wealth Magnets list, now in its 18th year, ranks the top 150 CPA financial planners by AUM, reflecting firms that excel in strategic and personalized financial planning, setting the benchmark for quality and trust. This year’s list was compiled from more than 200 submissions, showcasing the best in the industry. Also known as the “Billion-Dollar Wealth Magnets,” this year’s winners have collective assets under management of $295 billion, a significant increase from last year’s $228 billion.
“We are deeply honored to be recognized once again on Accounting Today’s esteemed Wealth Magnets list,” said Greg Herman, Managing Partner, LBMC Investment Advisors. “This recognition is a testament to the trust our clients place in us and our unwavering commitment to putting their interests first. At LBMC Investment Advisors, we strive to provide comprehensive tax and investment advice that offers true peace of mind, allowing our clients to focus on what matters most to them.”
Client-Centric Approach
At the heart of LBMC Investment Advisors’ success is a client-centric philosophy. The firm’s unique value proposition lies in its holistic approach to wealth management, seamlessly integrating tax and investment strategies to maximize client outcomes. Through a collaborative team approach, LBMC Investment Advisors ensures that every client receives personalized advice tailored to their specific needs and goals.
“We believe in building long-lasting relationships with our clients,” added Herman. “Our team takes the time to understand each client’s unique financial situation and aspirations. This personal connection enables us to deliver customized solutions that truly make a difference in their lives.”
Celebrating 25 Years of Excellence
This recognition comes at a particularly special time as LBMC Investment Advisors recently celebrated its 25th anniversary. Founded in 1998, the firm has grown to become a CNBC-designated top 25 fee-only wealth management firm, serving over 490 clients with a mission of providing financial peace of mind through strategic investment and tax planning.
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.
