Wealth Management & Investment Advisors
We offer a comprehensive suite of executive level financial services to help you achieve your long-term financial goals. As trusted wealth advisors for more than 30 years, we specialize in serving high net worth individuals, families, and Nashville’s most prominent companies.
LBMC is committed to building long-term relationships with our clients. We bring a coordinated effort among departments that is not available through traditional firms or sole solution providers. We understand that everyone’s financial situation is unique, which is why our financial advisors will work with you to create a customized wealth management plan that suits your needs and goals.
For families and high net worth 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
- estate and trust matters
- philanthropic issues
- executive compensation planning
- 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. If you’re looking for a wealth advisor who can help you achieve your financial goals, look no further than LBMC. Contact us today to learn more about our products and services.
LBMC Investment Advisors, LLC
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.
Individual Tax
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
Expert Insights
Tax Planning Basics
- Tax Planning Strategies for Individuals
- Before Sunset Planning: Tax Cuts and Jobs Act (TCJA)
- State Income Taxes for the Investor
- The IRS Is Evolving (Believe It or Not!)
- US Tax Reform – Summary of the Tax Cuts and Jobs Act
- Cryptocurrency and Tax Planning
Investing
- Tax Implications of a Hedge Fund Investment
- Section 1202 Means Tax Benefits for Entrepreneurs and Investors
- Fixed Income Investing Review
- Tax Implications of a Publicly Traded Partnership Investment
- Private Equity in 2025: Leveraging AI for Smarter Investments
Real Estate
- Tax Benefits and Limitations of Real Estate Investments
- Section 199A Rental Real Estate Activity Safe Harbor
- Converting a Personal Residence to Rental Property
- How to Get the Most out of Your Rental Property
- Qualified Opportunity Zones Tax Benefits for Real Estate
Business & Executive Compensation
- When Should You Exercise Your Nonqualified Stock Options
- Contingency Staffing Agreements vs. Retained Search Fee
- Gifts to Employees – Taxable Income or Nontaxable Gift?
- How to Navigate the Changing Landscape of Employee Benefits
- Employee Benefit Plan Changes Taking Effect in 2025
Family & Education
- LBMC Launches Family Law Support Services
- Custodial Roth IRAs and the Magic of Compound Interest
- Start 2025 Off Right with These Financial Planning Ideas
- Pros and Cons of 529 College Savings Plans
Charitable Giving
- Basic Rules for Charitable Deductions
- Charitable Remainder Trusts: Types, Benefits, and Pitfalls
- Private Foundations: Avoiding Prohibited Transactions
Retirement
- Maximizing Retirement Savings: Benefits of IRAs
- SECURE 2.0 Act Overview and Changes in Retirement Planning
- 3 Steps to Fulfill Retirement Plan Responsibilities
Estate Planning
- Guide to Maximizing Wealth Transfer Before Tax Changes
- Estate Planning During Inflation and Changing Interest Rates
- Grantor Retained Annuity Trusts (GRATs)
- Estate Planning – It’s a Matter of Trust
- Grantor Trust … The Good and the Bad
- Preparing to Be an Executor
- Corporate Transparency Act Impact on Estate Planning for LLCs
- Gift and Estate Tax Changes
- Irrevocable Life Insurance Trusts: Checklist for Administrators
- Tax Carryovers When a Spouse Dies
- Five Hidden Complexities in Divorce
Daily Money Manager
Family Office 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.
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.
LBMC Wealth Advisors
Greg Herman
Managing Partner, Investment Advisors
Amy Van Buren
Shareholder, Tax
Andrew Reid
Partner and Chief Investment Officer, Investment Advisors
April Mitchell
Shareholder, Tax
Derek Bland
Partner, Investment Advisors
Melissa Sun
Shareholder, Tax
