LBMC投资顾问公司*, 注册投资咨询公司，1美元,900,000,000美元的资产管理, 很激动地宣布它被命名为 2024 会计 今天 Top Firm by Assets Under Management.**
This honor follows another notable accolade – LBMC投资顾问公司’ recognition as a 《明升体育app下载》前1200名财务顾问 这是连续第四年了. These awards highlight the firm’s dedication to exceptional performance, 卓越的客户满意度, and steadfast commitment to the highest standards of professionalism.
会计今天的财富磁铁名单, 现在是第18个年头, ranks the top 150 CPA financial planners by AUM, reflecting firms that excel in strategic and personalized financial planning, 树立质量和信任的标杆. This year’s list was compiled from more than 200 submissions, showcasing the best in the industry. Also known as the “Billion-Dollar 财富 Magnets,” this year’s winners have collective assets under management of $295 billion, a significant increase from last year’s $228 billion.
“We are deeply honored to be recognized once again on 会计 今天’s esteemed 财富 Magnets list,” 格雷格·赫尔曼， LBMC投资顾问公司管理合伙人. “This recognition is a testament to the trust our clients place in us and our unwavering commitment to putting their interests first. 在LBMC投资顾问公司, we strive to provide comprehensive tax and investment advice that offers true peace of mind, allowing our clients to focus on what matters most to them.”
侧重于以客户为中心的方法
At the heart of LBMC投资顾问公司’ success is a client-centric philosophy. The firm’s unique value proposition lies in its holistic approach to wealth management, seamlessly integrating tax and investment strategies to maximize client outcomes. 通过协作的团队方法, LBMC投资顾问公司 ensures that every client receives personalized advice tailored to their specific needs and goals.
“We believe in building long-lasting relationships with our clients,” added Herman. “Our team takes the time to understand each client’s unique financial situation and aspirations. This personal connection enables us to deliver customized solutions that truly make a difference in their lives.”
庆祝25年的卓越
This recognition comes at a particularly special time as LBMC投资顾问公司 recently celebrated its 25th anniversary. 成立于1998年, the firm has grown to become a CNBC-designated top 25 fee-only wealth management firm, serving over 490 clients with a mission of providing financial peace of mind through strategic investment and tax planning.
关于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 & 是1美元.90亿年 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, 资产配置规划, 将投资与税务规划相结合, 投资组合分析. 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.他是在美国注册的投资顾问.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.
