Quiet Wealth LLC
Quiet Wealth LLC
I focus on serving successful LGBTQ professionals aged 40-65, helping them achieve their life goals for their working years, retirement and legacy through comprehensive financial planning and investment management. - Lindsey Young, MBA, CEPA
Fee-Only financial planner located in Baltimore, MD, serving LGBTQ clients locally and across the country
Lindsey Young is a the Founder of Quiet Wealth, LLC, a LGBTQ focused financial planning and investment management firm located in Baltimore, MD and serving clients across the country.
Quiet Wealth offers two different services options for individuals and families: Financial Planning Project - For households with less complicated finances; and Ongoing Advisory Services - For households with more complicated finances.
To learn more about Quiet Wealth's, please go to the following link:
Lindsey Young is the founder of Quiet Wealth LLC.
Lindsey started Quiet Wealth to provide the comprehensive set of financial advisory services that successful LGBTQ professionals and their families need.
Prior to founding Quiet Wealth, Lindsey spent fifteen years in Silicon Valley finance, primarily as an investment banker working on mergers and acquisitions, IPOs, leveraged finance and other transactions for technology companies. She leverages her deep background in finance to help Quiet Wealth clients achieve their goals. She also has extensive experience providing strategic and financial advice to businesses of all sizes in multiple industries.
Lindsey received an MBA from Harvard Business School, where she concentrated her studies on finance and entrepreneurial management. She earned her BA from Williams College, where she majored in economics and psychology.
Lindsey is an Investment Adviser Representative and is licensed as an insurance Adviser in the State of Maryland. She is a Certified Exit Planning Adviser and a member of the Baltimore Estate Planning Council
Lindsey has a long history of advising non-profits. Currently, she serves as a board member for Freestate Justice, the leading LGBTQ legal advocacy organization in Maryland. She is also a returned Peace Corps volunteer, having served two years in Armenia as a small business advisor.
Lindsey is a native of Baltimore, and after a globetrotting career, she is happy to be back home in Maryland. In her free time, she enjoys playing tennis, spending time outdoors, baking, and rooting for the Orioles.
Lindsey Young 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.
What Quiet Wealth Does
Quiet Wealth provides comprehensive financial planning and investment management services to successful LGBTQ professionals. Quiet Wealth helps these individuals design and implement plans to help them achieve their life goals.
Quiet Wealth provides two engagement options for new clients: (i) a one-time planning engagement for those with less complex planning needs; and (ii) continuous advisory and investment management services for clients with more complex planning challenges.
Typical Client Profile
Quiet Wealth typically works with LGBTQ professionals and business owners aged 40-65 who seek to implement financial plans to achieve their goals for their working years, retirement and legacy. In particular, we help these clients with financial challenges related to retirement planning, tax planning, family planning, and estate planning.
Most of Quiet Wealth’s clients have at least $200,000 in household income or $750,000 of investable assets across their brokerage and retirement accounts.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- LGBTQ-Specific Planning Issues
- Small Business Owners
- LGBTQ Professionals
- LGBTQ Business Owners
- Aged 40-65
- > $200,000 of Household Income
- Desire for Comprehensive Financial Plan
- Complex Financial Situations
- Sudden Money Situations
- Desire to work with an advisor with knowledge of LGBTQ-specific issues
- Business Exit Planning
- We Embrace LGBTQ Diversity!
- Complimentary Initial Consultation
- Choice of Project-Based or Ongoing Advisory Engagement
- Virtual Meetings
- Clearly Defined Flat Fees
- No Product Sales
Professional Designations & Affiliations
Lindsey Young is a NAPFA-Registered Financial Advisor
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.
Lindsey Young is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Lindsey Young is a Certified Exit Planning Advisor® (CEPA®)
The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
Contact Lindsey Young
3 Clear Skys Ct
By Appointment Only
Baltimore, MD 21209