Our Story

A Rich History

With a rich history spanning more than fifty years, Lorence & Vander Zwart has grown into a comprehensive financial planning firm that does far more for your family than just manage your investments. Here’s how we got where we are today:

FIRM FOUNDATIONS

In 1960, John Lorence founded a financial planning firm in the small lakeside town of Holland, Michigan. It was (and is) a place where time-honored values and business practices are held in high esteem, and these values have always been essential to our firm’s character.

 

From the very beginning, John recognized the need for a comprehensive approach to financial planning. He would always examine a client’s current financial position before developing a plan that included an investment strategy that was not only prudent, but also worked in conjunction with the client’s insurance and considered individual tax ramifications. John also insisted that his clients had updated wills, powers of attorney, trusts where appropriate, and other legal documents as recommended by their attorney.

GROWING FORWARD

Jim Lorence began working with his father in 1985, continuing the firm’s comprehensive strategy. The firm continued to grow, and in 1994 Jim hired Ryan Vander Zwart as an intern from Hope College. Ryan became a partner in 2000.

In the past, the firm had outsourced investment management to give Jim and Ryan more time to monitor clients’ financial plans. However, in 2005 we decided to bring investment management in-house, which would allow for greater customization and creativity in portfolio design. In order to keep up with the increasing workload, Nate Baumann was brought on board. Nate became a partner in the firm in 2012, bringing the team of advisors up to three.

We opened our doors as a single-advisor office, and today have three advisors and a full team of highly qualified support staff. We’re proud of our ability to provide comprehensive services, coordination, and personal attention to our clients. We look forward to the next fifty years of serving clients, taking care of their family’s business so they can take care of the business of being a family.