Integrity is what you do when no one is looking and no one will find out.

                                                   - Unknown

Regulatory Compliance Information


Lazarus Financial Planning is a registered investment advisor with the state of North Carolina. We are not limited to this state, as we will register with other states when our client count in any particular state meets registration requirements.  We will offer individualized responses to persons in a particular state only after complying with that state’s regulatory requirements, or pursuant to an applicable state “de minimis” exemption or exclusion.


This web site is for educational purposes only and the information contained herein should not be construed as an offer to provide investment advice.  The information should not be construed as advice to meet the particular investment needs of any investor.


With each financial planning engagement, a copy of Form ADV, which includes the Privacy Policy, must be delivered to the Client. These will be mailed or emailed to you prior to our Introductory Meeting.  You may download it here: Form ADV.pdf.

Unique Value

Financial Planning

Socially Responsible Investing

Meet Jennifer

Resources

Get Started