Lindsay Blaney

With nearly two decades of industry experience, I specialize in developing tailored financial plans and investment management solutions for individuals, families, and business owners. My mission is to help you pursue financial freedom and leave a lasting legacy.

Whether you’re preparing for retirement, planning for your children’s education, or navigating a business transition, I utilize my expertise, advanced technology, and team of resources to implement and monitor a personalized financial plan designed specifically for you. My planning services provide education and organization on your personal financial picture. I also coordinate goals with your estate and tax advisors to stop the overwhelm and create doable action steps alongside of you. What truly drives me is having the opportunity to understand your story and ambitions, so your plan aligns with your needs and values.

As a Certified Financial Planner®, I adhere to the highest fiduciary standards, offering transparent advice while putting your best interests first. My planning services are accessible to many since I don’t require assets under management to engage in my planning process.

I received my Bachelor of Arts from Northern Illinois University and am dedicated to maintaining the highest levels of professionalism, integrity, and diligence in every client relationship.

When I’m not at work, I enjoy spinning, kayaking, and hiking with my husband, our three young kids, and our dogs.