Social Media Disclosure

This page applies to everything I post on social media, including videos, Reels, Shorts, carousels, stories, captions, comments, live streams, podcasts, and newsletters, on both my personal accounts and the Lindy Wealth accounts. Ben Stauffer, CFP®, is the sole advisor and owner of Lindy Wealth, LLC ("Lindy Wealth"), so when you see "I" below, that is me.

General disclosure

Lindy Wealth is a registered investment adviser located in the State of California. Registration does not imply a certain level of skill or training. I only provide advisory services where Lindy Wealth is registered, notice filed, or otherwise exempt.

My posts are educational. They are not personalized investment, tax, legal, or accounting advice, and they are not an offer to sell or a solicitation to buy any security. I do not know your goals, income, taxes, or other circumstances when you watch or read a post, so something that fits one household may not fit yours.

Watching, following, commenting, messaging, or subscribing does not create an advisory relationship. A client relationship begins only when you and I both sign a written advisory agreement. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. My opinions can change as laws, markets, and facts change, and a post reflects the date it was published.

You can read about my services, fees, conflicts of interest, and background in the firm's Form ADV Part 2A brochure. See also the main Lindy Wealth disclosure.

Examples, numbers, and hypotheticals

Dollar figures, charts, tax scenarios, and projections in my content are illustrations. Unless I say otherwise, they are hypothetical, rest on stated assumptions, and are not the results of an actual client or account. Real results will differ. Tax rules, limits, and thresholds change, so check the date on the post and confirm current rules with a qualified professional before acting.

When I describe a client situation, it is a composite or has been altered so that no one can be identified. I do not share client names, photos, or details without written permission, and I do not describe a client's experience with me as a reason to hire me.

I do not publish the performance of specific past recommendations, and I do not present any chart, formula, calculator, or rule of thumb as a way to decide on its own what to buy or sell. Rules of thumb are starting points, and each one has limits.

No client testimonials or reviews

California rules do not allow a registered investment adviser to publish or point to testimonials about the adviser or its services. For that reason I do not post, share, repost, pin, or ask for client testimonials or reviews of Lindy Wealth's advisory services on any platform, and I do not pay for them.

If you see a comment about me or Lindy Wealth on a third-party site, I did not write it, request it, or approve it, and I have not adopted it. Please do not read it as a statement from me.

Likes, comments, follows, and shares are not endorsements

When someone likes, comments on, shares, or follows my content, that does not mean they are a client or that they endorse me, and I do not compensate anyone for doing so. When I like, reply to, or share someone else's post, I am not endorsing that person, their firm, or everything they say. I may remove comments that are off topic, promotional, abusive, or that look like scams, and I do not necessarily agree with comments I leave up.

Compensation and conflicts of interest

Lindy Wealth is fee-only. I am paid by my clients, not through commissions, and I do not sell financial products. I mention this because it is the main way I handle conflicts, and the Form ADV Part 2A explains the rest.

I may earn income from the platforms where I post, such as ad revenue or payouts based on views. That income is not tied to any particular product, security, or recommendation. If I ever receive payment, free products, or any other benefit for mentioning a company, product, or service, or I use an affiliate link, I will say so clearly in the post itself, not only in a profile or a link in my bio.

I promote Lindy Wealth's own services in my content, which is a conflict by nature. When I am talking about my own offers, I will say so. Free resources, such as the Wealth Playbook, are free with no obligation attached. If an offer has a condition, I will state it.

Third-party content and links

I may mention, quote, or link to articles, studies, tools, software, or other professionals. I try to rely on reputable sources, but I have not necessarily verified every statement in them, and I am not responsible for the content or privacy practices of any site I do not operate. A mention is not a recommendation to buy a particular security or to hire a particular person.

Guests who appear in my content speak for themselves. Unless I say so, they are not clients, and their views are not mine.

Comments and direct messages

I cannot give personalized advice in public comments or direct messages, and I will not answer questions that call for it. Please do not post account numbers, Social Security numbers, balances, or other personal or financial details publicly or in a social media message, because those channels are not secure. If you would like to talk about your situation, you can book an intro call or email me at ben@lindywealth.com.

Impersonation and scam warning

Scammers copy the names and photos of financial professionals and message people about investment "opportunities," often involving crypto, trading groups, or guaranteed returns. I do not reach out through social media direct messages to solicit investments, ask for money, or ask for account credentials. I will never ask you to send funds to me or to a third party through a social platform.

My only official accounts are the ones linked from lindywealth.com. If you receive a message that you think is from me and are unsure, do not respond or click anything. Email me at ben@lindywealth.com to check, and report the account to the platform.