Turn your business
into lasting wealth.
Tax-focused financial planning
to help you get the most out of your money.
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Net worth & cash flow plan summary
Tax analysis & optimization opportunities
Portfolio X-ray & investment analysis
Observations, action plan, and proposal
No commitment. There is never a hard sell to say yes.
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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