Who is Lorenz Financial?

A Lafayette, Indiana Fiduciary
icon4

Lorenz Financial is a Lafayette, Indiana fiduciary who always puts clients’ interests first and recognizes the importance of trust. Lorenz Financial offers financial planning and portfolio management services.

Financial Planning

A financial plan is a lifelong compass that points your finances in the right direction. At Lorenz Financial, we can help you make a plan that puts you on track for the future you want.

Portfolio Management

We’re on your side of the table. Our income doesn’t increase unless the value of your assets grows. We believe this is the only fair way to offer investment services.

icon3

What is a fiduciary?

While a stockbroker profits from meeting quotas and commission, a fiduciary’s income only increases when a client’s assets grow. As a result, a fiduciary (which is another word for financial or investment advisor) always creates and manages financial plans and investment portfolios in the client’s best interest.

Why choose a fiduciary?

Fiduciaries are bound by law to act in the best interest of their clients. As a result, our clients can have peace of mind that we are doing everything we can to make their assets grow. Those who work with stockbrokers can’t have this sense of security, and those who try to manage their own portfolios likely don’t have enough knowledge or time to plan well for their futures.

Would you like to receive market updates?

Register for our newsletter to receive market updates directly from Lorenz Financial President Mark Lorenz via email.

Schedule a financial consultation!

We believe having a financial plan is necessary, which is why we offer a no-cost, no-obligation financial plan. We will take time to talk about your finances and goals and design a plan that works for you!