Where execs and tech professionals go for financial advice
Connect your grants to goals
Avoid tax surprises
Take action
MANAGING ~ $400M + FOR EMPLOYEES AT
NASDAQ
MSFT
NASDAQ
META
NASDAQ
AMZN
NASDAQ
GOOG
NASDAQ
AAPL
NASDAQ
DUOL
NASDAQ
DBX
NASDAQ
LYFT
NYSE
GM
NYSE
UBER
NYSE
TWLO
NYSE
SNAP
PRE-IPO
STRIPE
NASDAQ
NASDAQ
NASDAQ
NASDAQ
NASDAQ
NASDAQ
NASDAQ
NASDAQ
NYSE
NYSE
NYSE
NYSE
PRE-IPO
PRE-IPO
Disclaimer: Assets listed were generated 4/1/2024. AUM is always subject to fluctuation based on market activity.
Schmidt Financial Management is not affiliated with, nor endorsed by, any company listed on this website. The inclusion of companies is for informational purposes only and does not imply an agreed-upon service contract between Schmidt Financial Management and the listed company or its employees.
The listed companies represent the broad scope of financial services offered by Schmidt Financial Management to individual investors who contacted us independently. This list is not exclusive and does not constitute any agreement or connection to an employer or employer-based plan. The companies listed are only examples of potential compensation origin.
What is it like working with Schmidt?
Client Experience
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Quarterly emails with relevant portfolio information (beta)
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A unique action plan
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Only 1-2 meetings a year (in-person or virtual)
Tax Strategy and Support
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We share tax information with your CPA so you don’t have to
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Enhanced tax dashboard for tax savvy strategy, not tax averse
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Deferral and reduction of realized capital gains
Planning and Investments
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Play out scenarios before committing
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Manage risk through diversification
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Sophisticated investments including private equity and credit
Ready to become a Schmidt client?
Awards & Recognition
experience to match their marketing.
Top Advisors
2024 & 2025
2024 & 2025
Dominic Hubert
Hot List
2023 & 2024
2023 & 2024
Advisors to
Watch
2023 & 2024
2023 & 2024
Wealth Management
2024
2024
Disclaimer: Individual rankings presented were given by someone other than a current client or investor. No direct or indirect compensation was provided or obtained in connection with obtaining or using this ranking. These rankings were generated in September and cover September 2022 to September 2023. Firm recognition was given by someone other than a client or investor. No direct or indirect compensation was provided to or obtained by Schmidt Financial Management, Inc. in connection with obtaining or using this ranking. There are no conflicts or potential conflicts of interest with this nomination. An independent panel of judges selected by the award governing body will pick and announce the winners at a September 5, 2024 ceremony. Any recognition granted is based on qualitative data, not quantitative data.
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