A complete list of active advisors currently associated with LBMC Investment Advisors, LLC

Warmer can help you find a great advisor at LBMC Investment Advisors, LLC or one who fits your needs even better.

LBMC Investment Advisors, LLC provides discretionary portfolio management to individuals, high net worth individuals, corporate entities, and foundations and manages over $2 billion in client assets. Its services focus on ongoing portfolio review and allocation among index funds, mutual funds, bonds, exchange-traded funds and other investments, with reports provided at least quarterly. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing diversified, asset-class allocations, low-cost funds, and minimizing fees and transaction costs; it uses tools such as Morningstar, risk questionnaires and Monte Carlo simulations to set objectives and monitor accounts. LBMCIA treats cash as an asset class for allocation and fee billing and typically manages accounts on a discretionary basis consistent with clients’ stated investment objectives. The brochure discloses an affiliation with the regional accounting firm LBMC, PC, including cross-referral and promoter arrangements and written disclosure to referred clients, and describes participation in referral programs with custodians (including past participation in Fidelity’s WAS program and ongoing Schwab referral arrangements). The firm’s marketing disclosures also note the use of client testimonials in advertising, and the brochure indicates LBMCIA does not provide standalone financial planning services, reflecting an advisory model focused on portfolio management rather than comprehensive planning.

To learn more about the advisors currently working at LBMC Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.