About Us

Simplify Your Wealth in Every Life Stage

Lanier McCormack Wealth Management is an independent, fiduciary firm housed in Augusta, Georgia. We are dedicated to helping our clients achieve financial confidence through a thoughtful, holistic approach to wealth management, and prioritize their best interests in everything we do. With decades of experience and a commitment to personalized service, we simplify financial complexities, helping clients navigate life’s transitions while keeping more of what they earn.

Coordinate Your Wealth with a One-Firm Approach

We take a “one-firm” approach to helping you, coordinating every part of your financial life with the resources and solutions we offer in-house. Our advisors are here to ensure that your entire financial picture works seamlessly toward your goals in the most efficient way possible.

Keep More of Your Money with a Tax-Intelligent Perspective

With a deep understanding of the intricate relationship between taxes and assets, we help you make smart, tax-efficient decisions at every stage of your financial journey. We’re here to help you keep more of your wealth and align your financial plan with your long-term objectives.

Our Core Values

We care about our clients so we bring our values into the work we do every day. These principles guide us as we provide you with service beyond expectations.

CFP^® Professional Guidance

As CFP^® professionals, we meet some of the most rigorous industry standards. With the education and methodology from this certification, you can be confident in the service you receive from us.

Holistic, One Firm Approach

We consider the entirety of your wealth picture to help you pursue your goals. Our one firm approach provides the insights, resources and solutions you need to put your assets to work in tax-efficient ways.

Building Solid Relationships

Our team takes the time to get to know you and understand how to set you up to reach your unique goals and dreams. We build relationships that can last through all of the small and big moments in your life.

Tax-Advantaged Solutions

Our partnership with an industry leading broker-dealer enables us to offer tax-efficient strategies so you can keep more of what you earn. This means you get shared expertise and greater service.

CFP® Professional Guidance to Steer Your Journey

Several of our team members have taken the time to earn their CERTIFIED FINANCIAL PLANNER® certifications. This rigorous certification equips us with the knowledge and experience to navigate complex financial scenarios, ensuring that every recommendation we make is backed by solid principles and tailored to your individual needs.

Keep More of Your Money

Take the first step toward simplifying your wealth and keeping more of the money you earn. Schedule a meeting with one of our advisors to discuss how we can help you achieve your goals with personalized, tax-efficient strategies.

Schedule a Meeting

Lanier McCormack Wealth Management is partnered with Avantax to deliver tax-efficient financial planning supported by a large-scale network. With access to their tools and support, we can provide focused service and personalized strategies that help you keep more of your hard-earned money.

Explore Avantax

Who We Serve

We work with clients from a range of circumstances, taking a personalized approach to plan for their goals.

Who We Serve

Our Approach

Our one-firm approach enables us to consider the entirety of your wealth picture to help you pursue your goals.

Our Approach

Our Team

Our dedicated team works together to add perspective to all we do and provide increased benefits to our clients.

Meet the Team