Lazarus Financial Planning

Overview

Lazarus Financial Planning is an independent, individual-owned RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator, combining delegated portfolio implementation with selection of third‑party advisers and managers. Their advisory offering blends fee‑based AUM billing with fixed‑fee engagements, which supports both ongoing portfolio oversight and project‑level planning work. Investment activity centers on public pooled vehicles for core market exposure, with meaningful allocations to third‑party alternative managers for clients seeking private-market diversification. The firm does not position itself as an ESG-focused manager and operates from a single state jurisdiction. Services emphasize bespoke planning and manager selection rather than in‑house product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices