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Lindsey Financial
Lindsey Financial helps families and businesses make smart decisions. The firm has four decades or more of experience as financial advisors and offers a full...
Lindsey Financial
Lindsey Financial helps families and businesses make smart decisions. The firm has four decades or more of experience as financial advisors and offers a full range of financial planning services for high-net-worth families, business owners, and investors. Services include investment and retirement strategies, tax and estate planning, and business succession strategies. Lindsey Financial, Inc. is a registered investment advisor.
General information
Firm type
Asset Manager
Year founded
1996
Location
Region
North America
Country
United States
City
Redlands
Corporate office
Richmond, VA, United States
Principals
William G. Lindsey
President
Sector focus
Frequently asked questions
What does Lindsey Financial do?
Lindsey Financial is a private real estate lender that originates short-term bridge loans, mezzanine debt, and preferred equity for commercial and investment properties. The firm focuses on the mid-Atlantic and Southeast, operating as a balance-sheet lender rather than a loan broker or syndication platform.
Who runs investment decisions at Lindsey Financial?
William G. Lindsey, the founder and President, is the firm's sole decision-maker on credit and investment matters. The company has been founder-led since incorporation in 1996 with no external investment committee.
How does Lindsey Financial source its deals?
Deal flow comes primarily through long-standing broker relationships and repeat borrower networks across Virginia and the broader Southeast. As a 30-year operator in the Richmond market, the firm's sourcing is relationship-driven rather than through intermediated loan auctions.
Is Lindsey Financial a bank or a fund?
The firm is neither a depository bank nor a blind-pool fund. It operates as a privately capitalized specialty finance company that lends from its own balance sheet, which eliminates fund-life constraints and LP redemption risk common in closed-end credit vehicles.
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