What We Do

Lorenz Financial Services

As a certified fiduciary located in Lafayette Indiana, we offer both financial planning and portfolio management services. Learn more about how we can help you plan for your financial future!

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Financial Planning

Financial planning is all about defining your financial goals and creating a strategy to reach those goals. At Lorenz Financial, we can help you make a plan that puts you on track for the future you want.

Learn more about our financial planning service and how you can schedule a consultation for a no-cost, no-obligation financial plan.

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Portfolio Management

Because we are a fiduciary, we do not work off of commision, and our income only increases if your portfolio’s value increases. We believe this is the most fair way to manage our clients’ portfolios.

Learn more about our portfolio management service and the benefits of working with a fiduciary, rather than a stockbroker.