We are proud to announce that Evan Schmidt of Schmidt Financial Management has been named an AdvisorHub "Advisor to Watch" for 2024. This prestigious honor recognizes Evan’s leadership, innovation, and outstanding client service — qualities that have made him one of the top financial advisors for technology executives.
The AdvisorHub 2024 Advisor to Watch list spotlights advisors across the nation who exemplify exceptional client commitment, forward-thinking strategy, and industry excellence. Evan’s focus on delivering proactive, fiduciary advice aligns closely with Schmidt Financial Management’s mission: empowering technology professionals and executives to maximize their equity compensation opportunities, navigate IPO events, and build lasting wealth.
At Schmidt Financial Management, we specialize in helping highly compensated tech professionals master the complexities of equity compensation financial planning, IPO transitions, and comprehensive wealth strategies. Evan’s recognition as a top financial advisor for tech executives reaffirms our dedication to setting a new standard for personalized, innovative financial services.
Congratulations, Evan, on being named an AdvisorHub 2024 Advisor to Watch! Your leadership, integrity, and commitment to client success continue to drive the Schmidt spirit forward.
Congratulations, Evan, on this well-deserved honor — your "how" is as impactful as your "what," and we are excited to see your leadership continue to drive our firm forward!
Learn more about our award-winning services and how we help technology executives thrive.