Coordinated, Comprehensive Services — Fully Catered to Your Needs

Every financial decision you make is connected. From tax and bill paying, to investments and estate planning, each piece works together to create your unique portfolio. That’s why we believe in taking a coordinated, holistic approach to wealth management and individual finances. By offering all the services you need under one roof, LBMC helps you be better prepared to face life’s transitions as they come.

And because your portfolio is unique, our services are completely catered to what you need, when you need it. Our team of high net worth advisors has the experience and dedication to simplify your household finances. As your financial situation evolves, we’ll be here with solutions designed to fortify the financial health and stability of your family.

Daily Money Manager


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

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