Turn your business
into lasting wealth.

Tax-focused financial planning to help business owners get the most out of their money — build a tax strategy, optimize your finances, and stop making 7-figure decisions alone.

Start with a Free Assessment

1. Book an intro call to see if we’re a fit.

2. After our call, forward your documents and I’ll take it from there, turning them into a clear financial review.

3. Evaluate the key takeaways and decide if ongoing service is right for you.

Lindy Wealth is an independent financial planning firm run by Ben Stauffer, CFP®, helping business owners optimize their financial life, lower lifetime taxes, and grow wealth.

The goal is simple: take the planning off your plate and put your money to work toward the life you actually want. That covers taxes, investments, cash flow, protecting what you’ve built, and everything in between that goes into a complete financial picture.

This is ongoing, custom planning built around your situation. You get a dedicated quarterback helping you adapt your plan as your life and business change, so every decision is made with your full financial picture in view.

Full-Service Wealth Management

  • Year-round advice & support Four quarterly reviews, email support, & a to-do list that keeps moving.
  • Integrated Coordination CPA, attorney, & advisor coordination. Complete oversight & organization.
  • Tax planning & estimates Quarterly estimates, tax modeling, & proactive planning so nothing’s a surprise.
  • Financial Plan & Scenario Modeling Net worth, cash flow, life events, and your goals modeled before you commit.
  • Investment & allocation reviews A clear investment policy, rebalancing, & reporting tied back to your plan.
  • Estate & beneficiary review Wills, trusts, beneficiaries, & insurance coverage reviewed & kept current.
  • Trust & Gifting Plan Advanced estate structures, charitable giving, & family governance.
  • Transparent, flat price One flat fee starting at $6,000/year. Estimate your fee.

Engagements work for solopreneurs, agency owners, founders, and anyone with meaningful business income or assets who wants their full financial life organized without spending hours on it themselves.

You’re ready if your financial life has gotten complicated. Maybe it’s a growing business, an upcoming sale, or a financial picture that’s outgrown your spreadsheet.

Get started