Lindsey Young, CFP®, MBA, CEPA®
Financial planning for successful LGBTQ professionals and retirees
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
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 Lindsey Young, CFP®, MBA, CEPA®
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 ®
- 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 Quiet Wealth
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.
Quiet Wealth LLC (“Quiet Wealth”) provides advisory services through XY Investment Solutions, LLC, (“XYIS”) an SEC-registered investment adviser. For access to XYIS’s Form CRS, Form ADV, privacy policy, and other disclosures please visit:
https://xypnsapphire.com/disclosures
Education
B.A., Williams College; M.B.A, Harvard Business School
Volunteer Experience
Former Board President, FreeState Justice
Hobbies and Interests
- Music
- Tennis
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Gen X
- LGBTQ
- LGBTQ Couples
- Technology Professionals
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
