Turn your business
into lasting wealth.

Tax-focused financial planning
to help you get the most out of your money.

Start with a free assessment

Net worth & cash flow plan summary
Tax analysis & optimization opportunities
Portfolio X-ray & investment analysis
Action plan & proposal — no commitment
Book Introductory CallLearn more →

Common Questions

Lindy Wealth is an independent financial planning firm run by Ben Stauffer, CFP®. I work with clients across the country via video calls.
I work with solopreneurs and small business owners who want comprehensive financial planning, not just investment management. Ideal clients are focused on building wealth efficiently, minimizing taxes, and creating a long-term plan for their money.

I provide comprehensive planning across five key areas:

  • Lifestyle Planning
  • Tax Optimization
  • Investment Strategy
  • Risk & Legacy Planning
  • Ongoing coordination