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.
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.
Services
One flat fee
No AUM fees. No commissions. No hidden fees.
- Requires $500K+ in annual income or $1M+ in liquid assets.
FAQ
I work with business owners whose financial lives have gotten harder to keep organized. Clients are solopreneurs, SMB owners, and founders running agencies, somewhere between a growing business and an upcoming sale. Ongoing service requires $500K+ in annual income or $1M+ in liquid assets. 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
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 fixed annual fee starting at $12K/year. No AUM fees. No commissions. No hidden fees. Ongoing service 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.