About
I’m Ben Stauffer, the founder of Lindy Wealth. My primary focus is helping business owners get the most out of their money through a tax and estate planning first approach.
Prior to Lindy Wealth, I worked at an ultra-high-net-worth advisory firm helping families, athletes, and founders manage their wealth and implement complex wealth transfer and estate planning strategies. The work was figuring out, up close, how careful, multi-generational planning actually happens.
I started Lindy Wealth to bring that experience to business owners who want the same caliber of service. My belief is that if you’re building real wealth, you shouldn’t be making 7-figure decisions alone. You deserve thoughtful planning that helps you get the most out of your money.
I’m a Certified Financial Planner® based in Los Angeles, working with clients remotely across the country.
Ben Stauffer
CFP®Certified Financial Planner®