Lindsey Young, CFP^®

Founder

Quiet Wealth LLC

3 Clear Skys Ct, Apt 202
Baltimore, MD 21209

FINANCIAL ADVISOR'S WEBSITE

https://www.quietwealth.com

(443) 687-7870

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Quiet Wealth offers two services: * A financial planning project service that costs between $3,900 to $4,800 * A ongoing advisory service with investment management that costs $9,200 per year for households with less than $5 million of net worth

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

$750,000

General

Lindsey Young is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Quiet Wealth LLC in Baltimore, MD and the surrounding communities.

Financial Advisor Overview

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 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. While Quiet Wealth focuses on serving the LGBTQ community, 1/3 of the firm’s clients do not identify themselves as part of the community. Quiet Wealth welcomes all professional households looking for comprehensive financial and investment advice.

Financial Advisor Experience

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. Lindsey is also a CFP® professional, 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 is the board president of FreeState Justice, the leading statewide LGBTQ 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, baking, singing, producing a music podcast and rooting for her Orioles.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth