Who We Are

About Lorenz Financial:

Your Lafayette, Indiana Financial & Investment Advisor

Our History

Lorenz Financial Services President Mark Lorenz has had two passions since he was a child: engineering and finances. Mark decided that he wanted to study engineering at age 10 and was fortunate to enjoy a 40-year career as an engineer at Caterpillar in Lafayette, Indiana before retiring.

At age 13, Mark began reading The Wall Street Journal daily and became fascinated with financial investments, stocks, bonds, and mutual funds. As an adult, Mark managed his own portfolio as a hobby and gradually became more engrossed in the investment and finance industry.

Mark quickly became restless in retirement and decided that he wanted to go back to work. However, rather than going back to engineering, Mark wanted to open his own company and pursue his other passion as a career: investments and finances. Mark studied and passed the Series 65 exam, enabling him to offer financial planning and portfolio management to clients, and founded Lorenz Financial Services, LLC as a registered investment advisory firm.

Today, Lorenz Financial is a Lafayette, Indiana financial and investment advisor (a fiduciary) who always puts clients’ interests first, recognizes the importance of trust, and is proud to be part of the Greater Lafayette community.

At Lorenz Financial, we offer the following services:

Financial Planning

Our financial planning services focus on planning for long-term goals, such as retirement, paying off the mortgage, saving for college, and paying off debt.

Portfolio Management

As an independent fiduciary, we have access to countless investment opportunities and can build an investment portfolio that best meets your goals.

Meet Our Team

Mark Lorenz

Founder & Fiduciary

“Lorenz Financial Services President Mark Lorenz has had two passions since he was a child: engineering and finances. Mark decided that he wanted to…”

Learn More

 What is a fiduciary? Why choose a fiduciary?

A fiduciary is a financial and investment advisor who is required by law to put clients’ best interests and financial goals first and foremost. Learn more about the advantages of working with a fiduciary!