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Where execs and tech professionals go for financial advice

Equity vests. Careers shift. Markets move. Complexity grows.

That’s why we bring everything together—so your financial life doesn’t feel scattered.

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 approximately $450M 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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Integrated-1

Integrated

Simplify communication across your financial relationships.

Problem
It’s exhausting to relay the same information between your CPA, estate attorney, and advisor. 

Solution
Schmidt provides aligned professionals with custom deliverables to facilitate knowledge transfer, eliminate communication bottlenecks, and reduce errors. 

Comprehensive

A coordinated approach to your entire financial picture.

Problem
When your wealth feels scattered, it’s easy to lose clarity.

Solution
Schmidt’s structured client life cycle uses quarterly focuses to help keep the parts of your plan—investments, tax, and estate—working together.

Comprehensive-1
Specialized-1

Specialized

Tailored strategies for life’s major financial moments.

Problem
Career transitions, IPOs, and market shifts create uncertainty.

Solution
Schmidt brings years of experience into equity compensation planning, liquidity events, and advanced tax and estate strategies—helping you make confident decisions without FOMO.

Ready to become a Schmidt client?

step-1
STEP 1
Schedule an intro
Fill-out-a-Questionnaire2
STEP 2
Fill out a questionnaire
Connect-over-Zoom2
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.
5_Star_Financial_Planner

5 Star Financial Planner

Recipient: Dominic Hubert
Grantor: Investment News
Title: 5 Star Financial Planner
Month received: April 2025
Award Period: 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.