Firm Receives National Accolade for Fourth Consecutive Year

LBMC 投资顾问公司*, a Registered Investment 咨询 firm with $1,900,000,000 in Assets Under Management, proudly announces that Managing Partner 格雷格·赫尔曼 被命名为 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, 监管记录, 执业质量, 慈善工作.

“I am honored to be recognized on Barron’s prestigious Top Financial Advisors list again this year,赫尔曼说。. “We believe the success of LBMC 投资顾问公司 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 投资顾问公司

LBMC 投资顾问公司, LLC, a Registered Investment Advisor with the U.S. 证券 & 交易委员会, is a $1.9 Billion in Assets Under Management Registered Investment 咨询 firm based in Tennessee with the mission of providing financial peace of mind for clients. 成立于25年前, LBMC 投资顾问公司 is a CNBC designated top 25 fee-only wealth management firm and member of the LBMC Family of Companies. 今天, LBMC 投资顾问公司 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. 欲了解更多信息，请 访问明升体育app下载网站.

*咨询 services offered through LBMC 投资顾问公司, LLC., an Investment Adviser registered with the U.S. 证券 & 交易委员会.

**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.