About

Financial planning for solopreneurs and SBOs.

Ben Stauffer

Ben Stauffer

Certified Financial Planner®

Founder of Lindy Wealth

100+
Clients Served
CFP®
Certified
7 yrs
Experience

About me

Hi, I'm Ben. I'm a Certified Financial Planner® helping solopreneurs and SBOs build and protect their wealth through comprehensive financial planning.

Before going independent, I worked at various wealth management firms, most recently spending 3 years at an UHNW advisory firm supporting multigenerational families worth $50M–$1B+. Now I bring that experience to business owners who want the same caliber of service.

I started Lindy to be a straightforward, planning-first firm built around three simple objectives:

  1. Help you achieve your financial goals
  2. Bring you genuine peace of mind
  3. Deliver advice with fees that actually make sense

At the end of the day, I want your financial life to feel aligned so you can get the most out of the life you're building. Getting there starts with reviewing your full picture, identifying the opportunities and strategies that apply to your situation, and putting everything into action. I'm the person who stays in your corner to see it through.