About
An independent financial planning firm for business owners.
What is Lindy Wealth?
Lindy Wealth is a flat-fee planning and wealth management practice for solopreneurs, founders, and high-earning professionals who want their full financial picture handled by a fiduciary, without paying a percentage of their assets that compounds against them every year.
Lindy is a planning-first firm built around three objectives:
- Help you achieve your financial goals
- Bring you genuine peace of mind
- Deliver advice with fees that actually make sense
To do that, the planning work is taken off your plate as much as possible. Engagements are comprehensive and cover: taxes, investments, estate, insurance, cash flow and everything in between.
This is not a one-size-fits-all template. This is one-on-one wealth management built around your situation, your goals, and your timeline.
Ben Stauffer
Certified Financial Planner®
Founder of Lindy Wealth
Hi, I'm Ben. I'm a Certified Financial Planner® helping business owners 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.