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.

Book a Callsee pricing

See a sample financial plan

A sample of the deliverables, from tax strategy and net worth to a 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.

Services

One flat fee

No AUM fees. No commissions. No hidden fees.

  • Ongoing service requires at least $500,000 in annual household income or at least $1 million in investable assets.

FAQ

  • I work with business owners and tech professionals who want a coordinated approach to taxes, investments, and their financial life. Ongoing service requires at least $500,000 in annual household income or at least $1 million in investable 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
    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 fixed annual fee starting at $12,000/year.
    No AUM fees. No commissions. No hidden fees.

    Your fee depends on your assets and planning complexity. Ongoing service requires at least $500,000 in annual household income or at least $1 million in investable assets. Estimate your fee.