A complete list of active advisors currently associated with Lorenz Financial

Warmer can help you find a great advisor at Lorenz Financial or one who fits your needs even better.

Lorenz Financial serves individual clients and couples, primarily those in or nearing retirement and working individuals who have employer retirement plans they wish to manage or rollover. The firm provides two services: investment coaching for employer-sponsored plans (401(k), 403(b), 457, a state’s retirement plan, and the federal Thrift Savings Plan) and discretionary portfolio management offered only through its single wrap fee program with assets custodied at Interactive Brokers. The firm’s investment approach emphasizes long-term, low-cost, tax-efficient portfolios constructed mainly from index funds, S&P 500 sector and industry ETFs, and selected managed mutual funds, with screens that exclude loaded funds, 12b-1 fees, high turnover, and short-tenured managers. Lorenz Financial relies on third-party ratings in its selection process—citing Morningstar five‑star and Gold-rated funds such as iShares MSCI USA Quality ETF and Capital Group Dividend Value ETF—and performs an annual written review of each client’s portfolio. Notable features in the brochure include operating a dedicated wrap-fee program (the document is a Wrap Fee Program Brochure) with a stated $1,000,000 standard minimum (exceptions may be made) and explicit procedures for working with employer and public retirement plans. The brochure also discloses use of third‑party performance ratings, specific client residency restrictions, and a policy that the firm will not accept proxy‑voting authority for client securities.

To learn more about the advisors currently working at Lorenz Financial, 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.