LINDSEY FINANCIAL, INC.

Overview

Lindsey Financial, Inc. is an independent registered investment adviser structured as a domestic corporation that works primarily with individual and family clients. The firm operates as a capital allocator: it provides financial planning and places client capital with external managers and specialists rather than running a large internal investment platform. Its advisory menu highlights selection of other advisers and tailored planning, and the firm reports a fixed-fee and other fee approach rather than a purely asset-based model. Investment preferences emphasize allocations outside of plain-vanilla equities and bonds. Lindsey Financial, Inc. is not an active ESG investor, and it is not set up as a multi-state adviser. The firm maintains industry working relationships with accountants and an insurance company, which suggests a planning workflow that integrates tax, insurance and third-party manager selection.

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Location & Offices