Lauren Overzet
We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.
Civic Financial · Boston, Massachusetts
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.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Multi-generational families
- Retirees
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Stock Option Planning
- Portfolio Management
- Life Transition Planning
- Insurance/Risk Management
- Financial Advice & Coaching
- Executive Compensation
Facts
| Firm | Civic Financial |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model | Percentage of assets · One-time planning fee |
| Assets under management | $500M - $1B |
| Firm founded | 2013 |
| Firm size | 6 - 20 employees |
| Credentials | CFA · CFP |
| Investment approach | Blend of both |
| Website | www.civic-financial.com |
| Profile |
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Questions about Lauren
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Directory listing last checked April 25, 2026.
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