Lindsey Young, CFP®, MBA, CEPA®

Financial planning for successful LGBTQ professionals and retirees

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Quiet Wealth Lindsey Young, CFP®, MBA, CEPA® she / her
Baltimore, MD

Serving Clients Nationwide

Financial planning for successful LGBTQ professionals and retirees

Areas of Focus

  • Equity Compensation Options
  • High Net Worth
  • Inherited Wealth
  • Investment Management
  • LGBTQ Couples
  • Retirement Planning

About Me

Lindsey started Quiet Wealth to provide the comprehensive set of financial advisory services that successful LGBTQ professionals and retirees 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.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Business Administration (MBA)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

3 Clear Skys Court, Apt. 202 Baltimore, Maryland 21209

Video

Meeting Options

  • Video Conference

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

Quiet Wealth's free initial consultation typically lasts about 30-45 minutes. During the initial consultation, you will share a bit about your current life situation and discuss the questions you would like to answer as part of a financial planning engagement. At the end of the meeting, Lindsey Young will present an overview of how Quiet Wealth works with clients and answer any questions you have about Quiet Wealth's services.

Offers Investment Management

Yes

About our Firm

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 is based in Baltimore, Maryland / Washington, DC area and works with clients across the United States. Most of Quiet Wealth's clients live outside the Baltimore-Washington area, and Quiet Wealth has extensive experience working with clients virtually via video-conference and using other electronic tools.

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, business owners and retirees aged 40-70 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, approximately half of the firm’s clients do not identify themselves as part of the LGBTQ community. Quiet Wealth welcomes all professional and retiree households looking for comprehensive financial and investment advice.

Education

B.A., Williams College; M.B.A, Harvard Business School

Volunteer Experience

Board President, FreeState Justice

Hobbies and Interests

  • Music
  • Tennis
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Gen X
  • LGBTQ
  • LGBTQ Couples
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.