Turn your business
into lasting wealth.
Tax-focused financial planning
to help you get the most out of your money.
Free for qualifying business owners
Detailed balance sheet & cash flow plan summary
Tax report — what you owe vs. what you should owe
Portfolio X-ray & investment analysis
Observations & action plan
Official proposal with quoted fee
No commitment. There is never a hard sell to say yes.
Complimentary Education.
Resources to help you keep & grow 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