Thank you for visiting Lorenz Financial’s information library!

We want to be as transparent as possible with every client. Here, you will find information that we believe will help you feel educated about meeting and working with a fiduciary.

If you have further questions, please see our FAQ’s or contact us.

About Lorenz Financial

Lorenz Financial Services, LLC is a Lafayette, Indiana fiduciary who offers financial planning and portfolio management services. Learn more about our history, values, and President Mark Lorenz.

Register for Market Updates

President Mark Lorenz has been studying market trends since he was 13 years old. Register for our newsletter to receive market updates and information via email.


Schedule a financial planning consultation!

We’re happy to offer you a no-cost, no-obligation financial plan! We will study your finances and discuss your goals to get you on track for the future you’re envisioning.

Schedule a FREE Consultation