Comprehensive Planning
Designed for Business Owners.

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

Get Your Free Assessment

1
Schedule 30-minute intro call to see if we're a good fit
2
Send over tax information and financial documents
3
Review your assessment and findings to optimize your situation
4
Onboard as client and begin implementing your financial plan

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.

Ongoing management is $10,000/year, paid quarterly.

Lindy charges no AUM fees and has no ties to any insurance company or bank. I'm paid exclusively from client fees.

I provide comprehensive planning across five key areas:

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