Jacksonville-Based LBA Ranked Among Nation`s Top Wealth Management Firms
LBA Wealth Management One of the Top-Five Wealth Management Firms in Florida and Highest-Ranked Firm in Jacksonville JACKSONVILLE, Fla.--(Business Wire)-- LBA`s new affiliate, LBA Wealth Management, was recently recognized as an industry leader in the U.S. by Wealth Manager magazine. Based on Wealth Manager`s most comprehensive survey on wealth management to date, LBA Wealth Management is ranked in the 40th percentile nationally and among the top-five in the state of Florida of highly regarded wealth management firms. "We are proud to be recognized as an industry leader among the most successful and respected wealth management firms in the nation," said David Albaneze, Chief Investment Strategist for LBA Wealth Management. "Our strong positioning among wealth management firms in the U.S. and Florida is a result of the personal relationships we have built and the trust and confidence we have instilled in our clients." The ninth annual Wealth Manager survey evaluated firms on a variety of criteria, including client relationships and assets under management (AUM). LBA Wealth Management`s national ranking is supported by its 115 clients having an average of $1.4 million AUM. The firm`s ability to meet the expectations of all types of clients, to maintain a team of talented professionals and to continually improve operations and technology have secured LBA`s position as an industry leader. "We strive to maintain and grow client relationships while managing customized portfolios," said Richard Brock, Chairman of the Board of The LBA Group. "Our wealth management experts utilize the latest industry research and technology to craft and maintain financial strategies that allow our clients to achieve their financial goals and objectives." Established in 2008, LBA Wealth Management includes financial planning services and investment portfolio management to high net worth individuals, small businesses, trusts and families. For more information on LBA Wealth Management, please visit www.LBAWealth.com. About LBA Wealth Management LBA Wealth Management is an affiliate of LBA, the largest locally owned and operated CPA firm in Northeast Florida. LBA offers tax, audit, accounting, strategic consulting, and litigation support services to private businesses, law firms, professional service firms, and nonprofit organizations. For more information about LBA, please visit www.TheLBAGroup.com. For LBA Wealth Management The Dalton Agency Sean Woodland, 904-858-0604 (m) swoodland@daltonagency.com Copyright Business Wire 2009
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