财富管理 & 投资顾问公司

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, 家庭, 以及纳什维尔最著名的公司.

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.

适合家庭和高净值人士, we are uniquely qualified to handle even the most complex tax and wealth transfer issues including:

  • 税务筹划与合规
  • 遗产规划和财富转移策略
  • 遗产及信托事宜
  • 慈善问题
  • 高管薪酬计划
  • 收入及退休计划

与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, 看看LBMC就知道了. 联系 us today to learn more about our products and services.

LBMC投资顾问有限责任公司

金蛋

LBMC投资顾问有限责任公司*, creates investment solutions by considering all the components that affect your financial well-being. 明升体育app下载独立, 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, 我们根据您的需要定制服务, 并以最大的诚信去做, 保密, and personal attention for a relationship you can invest in.

LBMC投资顾问有限责任公司网站

*咨询 services offered through LBMC投资顾问有限责任公司; an Investment Adviser registered with the U.S. 证券 & 交易委员会.

个人所得税

个人所得税

税 & 个人财富规划 & 家庭

The LBMC财富顾问 team is comprised of experts in their fields with extensive experience in:

  • 会计及税务服务
  • 遗产及信托事宜
  • 高管薪酬计划
  • 慈善问题

高净值人士服务资讯

每日资金经理

时间是你最宝贵的资源. 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.

每日资金经理信息

每日资金经理


播放按钮

Paying bills and day to day money management shouldn’t distract from your busy calendar.

家族办公室服务

Trust LBMC Family Office to absorb the management of your day to day responsibilities. We have been taking care of 家庭 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.

家族办公室资料

财富 Advisors and 投资顾问公司 Leadership

链接到格雷格 财富 & 投资顾问公司

格雷格 赫尔曼

管理合伙人,投资顾问

手机图标 电子邮件图标 纳什维尔
手机图标 电子邮件图标 纳什维尔
链接到德里克。 财富 & 投资顾问公司

德里克。 平淡无奇

投资顾问合伙人

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手机图标 电子邮件图标 纳什维尔

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连接

总部(田纳西州纳什维尔):
富兰克林道201号
布伦特伍德,田纳西州37027

邮寄地址:
P.O. 1869箱
布伦特伍德,田纳西州37024-1869

电话: 615-377-4600

办公时间: 8 am-5pm Monday-Friday

查塔努加,TN:
栗子街605号,1100室
查塔努加,田纳西州37450
423-756-6585

诺克斯维尔,TN:
湖滨中心路2095号
诺克斯维尔,田纳西州37922
865-691-9000

肯塔基州路易斯维尔市的:
西大街325号,1600室
路易斯维尔,肯塔基州40202
502-585-1600

夏洛特,NC:
阿科公司大道3700号,175室
夏洛特,北卡罗来纳州28273
704-846-6750

如果你是 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.