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Where execs and tech professionals go for financial advice

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Connect your grants to goals

Fully integrate your company stock into your portfolio and planning

Avoid tax surprises

Real time tax updates to keep you, your advisor, and CPA on the same page

Take action

Make financial decisions confidently with Schmidt as your trusted guide

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

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

PRE-IPO

TIKTOK

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.

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What is it like working with Schmidt?

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Client Experience

  • Quarterly emails with relevant portfolio information (beta)
  • A unique action plan
  • Only 1-2 meetings a year (in-person or virtual)

Tax Strategy and Support

  • We share tax information with your CPA so you don’t have to
  • Enhanced tax dashboard for tax savvy strategy, not tax averse
  • Deferral and reduction of realized capital gains
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Planning-and-Investments

Planning and Investments

  • Play out scenarios before committing
  • Manage risk through diversification
  • Sophisticated investments including private equity and credit

Ready to become a Schmidt client?

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STEP 1
Schedule an intro
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STEP 2
Fill out a questionnaire
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STEP 3
Connect over Zoom

Awards & Recognition

Partner with a trusted guide that has the qualifications and
experience to match their marketing.
Top Advisors

Top Advisors

Recipient: Evan Schmidt and Dominic Hubert
Grantor: Investment News
Title: Principal Financial Advisors
Month received: February 2024 and February 2025
Award Period: The 2024 rankings were generated August 2022 through August 2023. The 2025 rankings were generated August 2023 through August 2024.
No direct or indirect compensation was provided or obtained in connection with or obtaining or using this ranking. The award was given by a person other than a current client or investor. 
Hot List

Hot List

Recipient: Evan Schmidt
Grantor: Investment News
Title: Principal Financial Advisor
Month received: December 2023 and December 2024
Award Period: The 2023 rankings were generated August 2022 through August 2023. The 2024 rankings were generated August 2023 through August 2024.
No direct or indirect compensation was provided or obtained in connection with or obtaining or using this ranking. The award was given by a person other than a current client or investor. 
Advisors to Watch

Advisors to Watch

Recipient: Evan Schmidt
Grantor: Advisor Hub
Title: Principal Financial Advisor
Month received: June 2024 and June 2025
Award Period: The 2024 rankings were generated December 2022 through December 2023. The 2025 rankings were generated December 2023 through December 2024.
No direct or indirect compensation was provided or obtained in connection with or obtaining or using this ranking. The award was given by a person other than a current client or investor. 
Wealthies Finalist

Wealthies Finalist

Recipient: Schmidt Financial Management
Grantor: Wealth Management
Title: Client Initiative Finalist
Month received: June 2024
Award Period: The 2024 rankings were generated February 2023 through February 2024.
No direct or indirect compensation was provided or obtained in connection with or obtaining or using this ranking. The award was given by a person other than a current client or investor.