# Lauren Overzet

> Lauren Overzet is a fee-only financial advisor at Civic Financial in Boston, Massachusetts, who holds the CFA and CFP credentials. Lauren charges a percentage of assets and a one-time planning fee and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/lauren-overzet/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Civic Financial
- **Based in:** Boston, Massachusetts
- **Fee model:** Percentage of assets; One-time planning fee
- **Assets under management (firm):** $500M - $1B
- **Credentials:** CFA, CFP
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Pension planning, Sustainable & impact investing
- **Works with:** High earners, Ultra high net worth, HENRY (High Earners, Not Rich Yet), Executives, Founders, Early-career professionals, Pre-retirees, Multi-generational families, Retirees
- **Website:** https://www.civic-financial.com/

## About

The Civic mission is to inspire financial confidence. We deliver a boutique planning experience for highly-compensated professionals and high net worth families who desire the partnership, service and knowledge of a team of financial professionals. By providing thoughtful guidance and best-in-class financial solutions, we help ease our clients’ burdens and give them greater clarity about their financial decisions.

We offer a unique mix of highly credentialed advisors and professionals with the expertise to handle the challenges associated with managing significant wealth. We are committed to knowing our clients personally and understanding their generational values and aspirational goals so we can guide them to a more impactful future.

## Frequently asked questions

### Is Lauren Overzet a fee-only financial advisor?

Yes. Lauren Overzet is listed in the public advisor directory (listed as fee-only).

### How does Lauren charge for financial advice?

Lauren charges a percentage of assets and a one-time planning fee.

### Where is Lauren Overzet based?

Lauren Overzet is based in Boston, Massachusetts.

### What does Lauren specialize in?

Lauren's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, pension planning and sustainable & impact investing. Lauren works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), executives and founders.

### What credentials does Lauren Overzet hold?

Lauren Overzet holds the CFA and CFP credentials.

### How much does Civic Financial manage?

Civic Financial reports $500M - $1B in assets under management.

### How do I contact Lauren Overzet?

Through Lauren's website, www.civic-financial.com.

## Sources

- Public advisor directory: listed as fee-only

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.