Quiet Wealth

Quiet Wealth, located at 3 Clear Skys Court in Baltimore, Maryland, is a finance institution specializing in Wealth Management for Successful LGBTQ Professionals. Founded by Lindsey Young, CFP®, Quiet Wealth offers comprehensive financial planning and investment management services to individuals and households seeking to achieve their life goals. With a focus on professionals and business owners aged 40-65, Quiet Wealth provides tailored financial plans addressing retirement planning, tax planning, family planning, and estate planning.

The institution offers two engagement options for new clients: a one-time planning engagement for simpler needs, and continuous advisory and investment management services for more complex planning challenges. While Quiet Wealth primarily serves the LGBTQ community, it welcomes all professional households seeking financial and investment advice. As a fee-only financial advisor, Quiet Wealth acts as a fiduciary, providing advice solely in the clients' best interest.

Quiet Wealth's services encompass all aspects of clients' financial lives, including investments, retirement planning, insurance planning, tax planning, and estate planning. The institution's Financial Planning Projects are fixed-fee engagements lasting approximately five months, while the Ongoing Advisory Service offers continuous financial planning and investment advice for households with complex needs.

Meetings at Quiet Wealth are by appointment only, and the institution is a registered investment advisor in jurisdictions such as DC, MA, MD, and VA. The professionals at Quiet Wealth do not provide legal or tax advice, recommending clients consult qualified professionals in those areas. Quiet Wealth disclaims all warranties on the information provided on its website and does not offer securities or investment recommendations.

Lindsey Young, an Investment Adviser Representative at Quiet Wealth, is also a licensed Insurance Adviser in Maryland. The institution emphasizes the importance of seeking legal and tax advice before implementing any financial planning strategies. For individuals and households seeking comprehensive financial and investment advice, Quiet Wealth provides a range of services tailored to meet their unique needs and goals.