Ben Stauffer
Certified Financial Planner®
Founder of Lindy Wealth
About me
I help solopreneurs and SBOs build and protect their wealth through comprehensive financial planning. My goal is to provide expert guidance that helps you get the most out of your money.
Before going independent, I worked at various wealth management firms, most recently spending 3 years at an UHNW advisory firm supporting multigenerational families worth $50M-$1B+. Now I bring that experience to business owners who want the same caliber of service.
- 100+ HNW client families served
- Supported families worth $50M–$1B+
- 7 years in wealth management
- CERTIFIED FINANCIAL PLANNER™
Tax-Smart Financial Planning for Business Owners
Learn and implement strategies to help you keep and grow more of your wealth.
Get Started with Free Assessment
How it works
Explore
A 30-minute call to learn about your situation, gather data, and define what success looks like for you.
Plan
Build a comprehensive plan covering your business, cash flow, tax strategy, investments, and legacy.
Launch
Execute your plan and optimize as life evolves. Ongoing management is $10,000/year.