Lindsey Young (CFP®, MBA)
Lindsey Young focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
* Late career / pre-retirement households * Retirement planning & tax planning * LGBTQ+ households * Comprehensive investment planning across brokerage and retirement accounts. * "Complicated" financial planning situationsAdditional Information
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.NAPFA Start Date
April 24, 2020
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