Lindsey Young CFP®, EA, TPCP®

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 with 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 developing detailed retirement and investment plans for clients who have a variety of life circumstances. 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.

I am also a federally-licensed tax practitioner, and I offer optional tax preparation services through an affiliated firm, QW Tax Preparation.

Prior to founding Quiet Wealth, I spent fourteen 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. Tax preparation services provided by QW Tax Preparation LLC.