Wealth management
for business owners.
Tax-smart planning that connects cash flow, taxes, and investments to help you build & manage your wealth.
Strong business performance and consistent cash flow position you for strategic tax optimization and wealth building.
Consistent business performance creates opportunity for tax-efficient distributions and retirement contributions.
Current S-Corp structure enables salary optimization while maximizing retirement plan contributions.
Portfolio balances business concentration risk with diversified allocation and adequate liquidity reserves.
Why Lindy Wealth
Coordinating your business, investments, and tax strategy into one integrated plan with ongoing partnership and clarity at every step.
Get Organized
in 3 Steps
Our structured process takes you from discovery to implementation, building your financial foundation in year one.
Services to help
manage your wealth.
Building an integrated approach to your business, investments, and tax planning that grows with you.
I'm a dedicated financial partner who handles tax strategy, investments, and comprehensive planning to help you build and secure your financial future. You'll receive detailed plans, custom investment recommendations, quarterly reviews, and ongoing partnership—all included in a single flat-fee.
— Ben Stauffer, CFP®, Founder
Initial Plan
Starts at $5,000
Ongoing Management
Starts at $10,000/year
General Questions
Create your financial plan.
Get Started