Lazarus Financial Plann
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Lazarus Financial Planning LLC, based in Durham, NC, is a registered investment advisor dedicated to providing integrated financial planning and investment management services for progressive, socially responsible investors. The firm emphasizes the importance of aligning financial practices with personal values, as reflected in their approach to earning, saving, spending, and investing money.
While primarily serving clients in North Carolina, Lazarus Financial Planning is prepared to register in other states as their client base grows. They prioritize compliance with state regulatory requirements and ensure that clients receive necessary documentation, including their ADV Part 2 and Privacy Policy, prior to the introductory meeting.
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