What is it like working with Schmidt?
Client Experience
- Monthly 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
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?
STEP 1
Schedule an intro
STEP 2
Fill out a questionnaire
STEP 3
Connect over Zoom
Awards & Recognition
Partner with a trusted guide that has the qualifications and experience to match their marketing.
Top Advisors 2024
Evan Schmidt and
Dominic Hubert
Hot List 2023
Evan Schmidt
Advisors to Watch 2023 & 2024
Evan Schmidt
Wealth Management 2024
Firm Recognition
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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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