Turn your business
into lasting wealth.

Tax-focused financial planning to help you get the most out of your money. Build a tax strategy, optimize your finances, and turn business income into long-term wealth.

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
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Common Questions

Lindy Wealth is an independent financial planning firm run by Ben Stauffer, a CERTIFIED FINANCIAL PLANNER™ professional. Being independent means there are no ties to specific products or platforms, so recommendations are based on what's actually best for your situation.

Clients are solopreneurs and small business owners across the country, with meetings held remotely over video. Engagements include four review meetings a year, plus ongoing support and coordination in between.

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.

The goal is to help you make the most out of life with your money. To do that, the planning work is taken off your plate as much as possible. Engagements are comprehensive and cover:

  • Retirement planning
  • Investment management
  • Tax planning
  • Estate planning
  • Insurance review
  • Cash flow planning

Plus anything else that comes up along the way, so your money supports the life you're building instead of getting in the way of it.

Lindy Wealth is a flat-fee only financial planning firm. Fees start at $6,000 per year. There are no commissions, AUM fees, or hidden fees. Billing is done quarterly and you're free to cancel at any time—there are no long-term commitments.

Learn about the planning process

Learn more about Lindy Wealth

Explore the self-employed tax playbook