Lindsey Owen, CFP®, ChFC®
Lindsey is a Wealth Advisor with ACM Wealth, where she provides comprehensive financial planning and investment guidance designed to help clients bring clarity, structure, and confidence to their financial lives. She is known for blending advanced technical expertise with a calm, supportive approach that helps clients navigate major life decisions, prepare for long-term goals, and make thoughtful, values-aligned choices with their wealth. As a CFP® professional, Lindsey serves clients under a fiduciary standard, placing their best interests at the center of every recommendation.
Lindsey works with a wide range of clients, including individuals, families, and small business owners seeking coordinated strategies across both personal and business finances. She has developed a deep understanding of complex planning needs, with experience in trust design, tax-efficient investment management, income planning, risk management, and legacy planning. Her background includes private wealth management at Merrill Lynch, extensive experience consulting with self-directed investors at Charles Schwab on Chicago’s North Shore, and years as a senior consultant partnering with advisors, attorneys, and other professionals on sophisticated wealth-strategy design. This range of experience gives Lindsey a broad, well-rounded perspective that enables her to deliver solutions tailored to each client’s goals and circumstances.
Lindsey earned her Certified Financial Planner™ designation in 2018, followed by the Chartered Financial Consultant (ChFC®) designation in 2019, which expands her expertise in specialized planning areas including divorce, LGBTQ partnerships, and special-needs strategies.
Lindsey brings an energetic and purpose-driven approach to her work, striving to help every client build long-term stability, optimized financial outcomes, and lasting peace of mind. Outside the office, she enjoys skiing, sailing, and connecting with Colorado’s Mountain Community.
