Lindsay Youngbauer
CFP®, RICP®
Woodmont Investment Counsel
Wealth Advisor
Lindsay Youngbauer
CFP®, RICP®
Woodmont Investment Counsel
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lindsay Youngbauer, CFP®, RICP®
Fee-Only wealth advisor located in Nashville, TN, serving clients locally and across the country
Meet Lindsay Youngbauer
Lindsay Youngbauer is a fee-only wealth advisor at Woodmont Investment Counsel, located in Nashville, TN.
Lindsay joined Woodmont Investment Counsel in 2019 as a Wealth Advisor and Director of Financial Planning. Prior to joining Woodmont, Lindsay was a Vice President at Diversified Trust Company. At Diversified, Lindsay was a member of the Wealth Strategies Team focusing on providing comprehensive financial planning for high-net-worth individuals and families. Lindsay began her career at Reliance Trust Company in Atlanta, GA where she was an Assistant Vice President supporting investment and trading operations.
Lindsay holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. She also has earned the Retirement Income Certified Professional® designation from the American College of Financial Services. She received a Bachelor of Science Cum Laude in Business Administration from Kennesaw State University and is a member of the Financial Planning Association®. Lindsay was a member of the Nashville Young Leaders Council-Class 72.
Lindsay Youngbauer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Lindsay Youngbauer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Lindsay Youngbauer
Office Locations:
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3102 West End Avenue
Nashville, TN 37203
