Lindy Wealth

Financial Planning for Business Owners

I’m Ben Stauffer, CFP®. I run Lindy Wealth, an independent financial planning firm for business owners. I help you optimize your financial life, lower your lifetime taxes, and grow your wealth.

There are two ways to work with me:

90-Day Audit. I review your finances, lay out my recommendations, and help put the agreed changes into place over 90 days.
Ongoing Planning. I help you manage your financial life throughout the year, from investments and tax planning to the decisions that come with growing a business, raising a family, or stepping away from work.

I charge a flat fee. Ongoing fees start at $12,000 a year. I don’t take a percentage of your portfolio or earn commissions. I’m completely independent. You can read how I charge fees here.

If you’re interested in working together, check out the 90-Day Audit or send me an email.

90-Day AuditI’ll review your finances, write down what needs attention, and help you act on it. Three months. A plan you keep.