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Helping transform dreams
into financial reality.

Integrated financial services for business owners,
families, and individuals planning for retirement.

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We Help Business Owners Transition to,
and Through, Retirement

Wealth Management
& Planning

We help you create an investment plan that integrates your personal and business financials, and seeks to maximize your wealth.

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Business Growth
Strategy

Our team of financial professionals help you reduce taxes, access capital, and help accelerate business growth.

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Business Succession
Planning

Selling your business is one of the most important decisions you’ll ever make. We help guide you through the entire process.

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Retirement Transition
Planning

Transition from business
ownership to retirement.
Focus on improving your
lifestyle.

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We Know Business Owners

Our goal is to help business owners grow, protect, and maximize the sale of their businesses. We integrate business and personal planning to help generate tax-efficient wealth allowing business owners to maintain their lifestyle in retirement.

We Know Retirees

In order to ready our clients for retirement, we evaluate essential lifestyle and discretionary expenses and help our client build portfolios which can help cover these expenses in retirement.

Who is the Lindsey-Trost Group?

We are collaborative financial
strategists and personal advisors.

We believe that financial prosperity is best paired with personal fulfillment and business success, and we understand this can be challenging to achieve. Inspired by our passion for integrating business and personal success, we’ve created a distinct approach that helps you pursue the retirement of your dreams. We’ll get to know your every goal, uncertainty, and preference so that we can support sound business and retirement decisions.

Meet the Team

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck