Wealth management
for business owners.
Tax-smart planning that connects cash flow, taxes, and investments to help you build & manage your wealth.
Save Time
Let us handle the complexity while you focus on what matters most to you
Build Wealth Smarter
Smart tax optimization strategies that keep more money working for you
Reach Your Objectives
Custom strategies aligned with your unique financial goals and timeline
Stay Aligned
Navigate market volatility with confidence and keep your plan on track
We filter out the noise, so you don't have to.
We filter out the noise,
so you don't have to.
Note from Ben
Welcome to Lindy Wealth. I'm Ben Stauffer, a Certified Financial Planner® based in Los Angeles.
I started Lindy Wealth to help business owners manage their wealth so they can spend more time focusing on what matters most.
My goal is to:
- Help you reach your objectives.
- Give you peace of mind.
- Leave you happy about our partnership.
Achieving those goals requires a clear process, honest communication, and comprehensive planning. Here's how we'll work together:
TLDR
You get a dedicated financial partner who handles tax strategy, investments, and everything needed to help you feel secure in your financial future.
I follow a structured process from discovery to implementation to build your financial foundation in year one working together.
You'll receive comprehensive plans, tax reviews, custom investment recommendations, reports through modern planning tools, and quarterly check-ins.
And everything is included in a single flat-fee.
If you want straightforward financial planning with flat fees and no sales pitch, let's talk.