LBMC Investment Advisors, LLC*, creates investment solutions by considering all the components that affect your financial well-being. Our independent, fee-only investment specialists provide financial peace of mind through coordinated investment and tax advice. Your investment success is encouraged by comprehensive counsel that keeps you moving forward. With the resources of the LBMC Family of Companies, we customize services to suit your needs, and do it with the utmost integrity, confidentiality, and personal attention for a relationship you can invest in.

LBMC Investment Advisors, LLC’s Website

*Advisory services offered through LBMC Investment Advisors, LLC; an Investment Adviser registered with the U.S. Securities & Exchange Commission.

Tax & Wealth Planning for Individuals & Families

The LBMC Wealth Advisors team is comprised of experts in their fields with extensive experience in:

• Accounting and Tax Services
• Estate and Trust Matters
• Executive Compensation Planning
• Philanthropic Issues

Information for High Net Worth Services

Time is your most valuable resource. We believe that paying bills and day to day money management shouldn’t distract from your busy calendar. LBMC Family Office will take on the worry and stress resulting from these day to day tasks, allowing your family the freedom to invest in quality time with one another.

Information for Daily Money Manager

Trust LBMC Family Office to absorb the management of your day to day responsibilities. We have been taking care of families for 30 years. Let us take care of you and your family in the same way. LBMC Family Office team provides peace of mind and coordination for high-net worth households with complex financial commitments that require vast expertise in many facets.

Information for Family Office

If you are not a client and are interested in more information on one of our service lines, complete the form below to have an LBMC sales team member contact you.