A complete list of active advisors currently associated with Lazarus Financial Planning
Warmer can help you find a great advisor at Lazarus Financial Planning or one who fits your needs even better.
The firm provides ongoing financial planning and discretionary investment management to individuals and couples, and also accepts trusts, estates, charitable organizations and small business entities. It operates as a fee-only registered investment advisor and offers a separate investment management service specifically for socially responsible investors who retain another planner. The advisor’s process is centered on tailored financial planning and an Investment Policy Statement, typically involving multiple meetings in the first year and annual reviews thereafter; investment implementation emphasizes strategic asset-class allocation, diversification and periodic rebalancing. Portfolios prioritize institutional-share, no-load funds and socially responsible strategies, and the firm uses account-aggregation tools and recommends a major custodian for trade execution and custody. What is uncommon for a solo independent firm is its core fee methodology: the firm charges fixed annual planning and management fees based on total net assets included in planning conversations (for example, 529 plans, donor-advised funds and certain planning values) rather than solely on assets under custody. The practice also manages roughly $58 million for a small client base (27 clients), offers standalone socially responsible investment management for clients working with other planners, and follows NAPFA/CFP fiduciary and ethics standards.
To learn more about the advisors currently working at Lazarus Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Durham, NC
| 15
|
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