Lindsey Young, CFP®

I started Quiet Wealth to provide the comprehensive set of financial advisory services that pre-retirees and successful LGBTQ professionals and their families need.

While I specialize in working with LGBTQ households (about 60% of my clients come from the LGBTQ community), I also work many non-LGBTQ families as well. I have been a flat fee planner since launching my firm in 2020. Most of my clients are pre-retirees or recent retirees aged 45-70.

I have extensive experience working with clients in a variety of life circumstances to develop detailed retirement and investment plans. I also incorporate retirement tax planning concepts as part of my plans. My goal is to help my clients gain confidence in their financial future, and I do that with a methodical process to understand a client's goals and then aligning those goals with the possibilities provided by the client's existing and future financial resources.

Prior to founding Quiet Wealth, I 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. I have leveraged my deep background in finance to help Quiet Wealth clients achieve their goals.

I received an MBA from Harvard Business School, where I concentrated my studies on finance and entrepreneurial management. I earned my BA from Williams College, where I majored in economics and psychology.

Quiet Wealth provides advisory services through XY Investment Solutions, LLC, an SEC-registered investment advisor.