At Schmidt Financial Management, we believe that behind every portfolio is a person — and it’s that person, not the balance sheet, that matters most.
We're thrilled to celebrate a recent milestone shared by one of our long-time clients, David Mackintosh, who retired this month. His words reflect exactly what we strive to deliver every day:
Helping clients retire with clarity and confidence is one of the most rewarding parts of our work. It reminds us that we’re not just managing assets — we’re helping people navigate life’s biggest transitions with structure, intention, and a strategy that supports both short and long-term goals.
Built for Technology Professionals
Many of our clients come from technology and innovation-driven careers where equity compensation, IPO transitions, and rapid career growth introduce complexity. At Schmidt Financial Management, we specialize in guiding high-achieving tech professionals through that complexity — turning uncertainty into opportunity and technical detail into strategic action.
We do this by:
- Offering proactive, fiduciary advice built around each client’s life milestones.
- Collaborating deeply with clients and their tax professionals to manage evolving compensation structures.
- Tracking, adjusting, and planning through every stage — from equity grants to retirement.
Intentional and Innovative Service
As David noted, his retirement was the result of a smart, structured partnership that evolved over time. That’s exactly the type of relationship we aim to create with every client — a long-term collaboration grounded in transparency, responsiveness, and shared goals.
We’re grateful to work with clients who value that approach and trust us to help them navigate some of life’s biggest financial decisions.
Congratulations, David, on your well-earned retirement! Thank you for sharing your Schmidt experience — your success is truly the most meaningful reward.
Ready to build a smart, structured future of your own? Learn more about how Schmidt Financial Management helps technology professionals plan, grow, and transition with confidence → www.schmidtfm.com.
Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.