Lindsey Financial, Inc.

Overview

Lindsey Financial, Inc. is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm acts as a capital allocator and provides financial planning and the selection of third‑party advisers on behalf of clients. Its fee model includes fixed fees and other fee arrangements. Lindsey Financial is not positioned as an ESG investor, does not identify as a multi‑state adviser, and is not a pension consultant or a newly formed adviser. The firm maintains industry ties with at least an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices