A complete list of active advisors currently associated with Lindy Wealth, LLC

Warmer can help you find a great advisor at Lindy Wealth, LLC or one who fits your needs even better.

Lindy Wealth, LLC is a fee-only registered investment adviser that provides wealth management and both ongoing and project-based financial planning to individuals, with an emphasis on high‑net‑worth clients and business owners. Services encompass investment management, retirement and estate planning, tax strategy, business planning, and guidance on equity compensation and multi‑generational transfer matters. The firm’s investment process is guided by Modern Portfolio Theory and asset‑allocation principles, with a preference for passive ETFs and mutual funds and selective use of outside managers; accounts are generally managed on a discretionary basis and reviewed periodically. Notably, Lindy does not charge percentage‑of‑assets‑under‑management fees, an approach that differs from many independent advisers. What is distinctive about Lindy is its very small client base and asset level relative to peers while positioning itself to serve complex, HNW engagements; the firm was established in 2025 and is led by a CFP®‑credentialed principal. The firm does not aggregate client orders into block trades, does not participate in wrap programs, and recommends institutional custodians that provide integrated custody, trading, and practice‑management support.

To learn more about the advisors currently working at Lindy Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.