Lindsey Financial, Inc.

Overview

Lindsey Financial, Inc. is a corporate, independent RIA operating out of California that serves individual and family clients. The firm provides financial planning and acts as a capital allocator, including the selection of third‑party advisers and managers as part of its advisory services. Its fee model is described as fixed fees plus other arrangements. Lindsey Financial lists professional ties to accounting and insurance firms and does not identify as an active ESG investor. The firm is single‑state in scope and is not positioned as a pension consultant or related adviser.

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