Turn your business
into lasting wealth.

Tax-focused financial planning for business owners. Build a tax strategy, optimize your finances, & stop making 7-figure decisions alone.

See what a plan looks like

A sample of the deliverables you get, from tax strategy to net worth to your full financial roadmap.

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. This is ongoing, custom wealth management built around your full financial picture.

What’s Included

  • Four quarterly reviews, email support, & a to-do list that keeps moving.

  • Vetted CPAs, attorneys, & insurance agents, all working from one shared plan.

  • Tax modeling & proactive planning so nothing’s a surprise.

  • Your net worth, cash flow, & major life decisions stress-tested before you act.

  • An optimized portfolio aligned with your goals.

  • Core documents & insurance kept current, plus advanced legacy planning.

Getting Started

Every engagement starts with a complimentary assessment. Know where you stand, find the opportunities you’re missing, and get a written analysis you can act on, with or without ongoing work together.

  1. 1

    Book an intro call

    We talk through your situation, goals, and what you want to solve.

  2. 2

    Share your full picture

    Connect your accounts and upload your documents.

  3. 3

    Get your analysis

    Review the takeaways and decide if ongoing service is right for you.

Ongoing Service Pricing

Flat-fee starts at $6,000/year.

  • Custom financial plan
  • Year-round advice
  • Quarterly reviews
  • Proactive tax planning
  • Scenario modeling
  • Investment management
  • Estate & insurance coordination
  • Coordinating & finding pros

FAQ

If you have meaningful business income or assets and your financial life has gotten harder to keep organized, you’re a fit. Clients are solopreneurs, SMB owners, and founders running agencies, somewhere between a growing business and an upcoming sale.
My mission is to help you get the most out of life with your money. That means taking as much of the planning off your plate as possible. I help clients with:
  • Retirement planning
  • Investment management
  • Tax planning
  • Estate planning
  • Insurance review
  • Cash flow planning
  • Coordinating & finding pros
  • Year-round advice & support
Plus everything else that helps you feel calm and confident about your financial future.
Transferring your investment accounts is simple and secure thanks to the ACAT system, which moves assets in-kind, meaning nothing is sold or changed during the transfer. I don’t make any changes to your portfolio until you approve a personalized plan built around your goals and tax strategy.
No. I’m a fee-only fiduciary. I don’t sell insurance or investment products and I don’t earn commissions. You pay one flat fee, and that’s the only way I’m paid.
Your money is held at an independent custodian like Charles Schwab or Altruist, in accounts that stay in your name. I act as your advisor with limited authority to manage them on your behalf. I don’t work for the custodian or earn commissions, so every recommendation is made in your best interest.
One flat fee starts at $6,000/year, based on the complexity of your situation. The $6,000 minimum requires $500K+ in annual income or $1M in liquid assets.

The industry standard is a percentage of your assets a year, and as the market rises, the fee quickly outpaces the effort behind it. Worse, it rewards gathering assets over the planning that actually matters.

With a flat fee, I remove that conflict and align pay with the work and value delivered, instead of rewarding asset gathering and unearned market growth. Estimate your fee.
We start with an intro call, you connect your accounts, and I analyze your full picture and show you where you stand and the opportunities you’re missing. I give you a written analysis you can act on, with or without ongoing work together.