We are proud to announce that Dominic Hubert, Financial Advisor at Schmidt Financial Management, has been recognized with the prestigious 5-Star Financial Planner award by InvestmentNews! 

The 5-Star Financial Planner award honors outstanding financial advisors who consistently deliver exceptional service, strategic advice, and meaningful results for their clients. In today’s dynamic and competitive market, standing out requires more than technical expertise — it demands dedication, forward-thinking strategy, and a true client-first mindset. Dominic exemplifies all of these qualities and more.

At Schmidt Financial Management, we specialize in guiding technology executives and highly compensated professionals through the complexities of equity compensation, IPO transitions, and long-term wealth planning. Dominic’s recognition as a 5-Star Financial Planner underscores our firm's commitment to delivering personalized, innovative, and proactive financial strategies.

Congratulations, Dominic, on this incredible achievement! Your leadership, expertise, and unwavering client commitment continue to elevate Schmidt Financial Management's impact in the financial services industry.

Interested in learning more about how Dominic and the Schmidt team can help you navigate your financial future? Visit here! 

Disclaimer: *The ranking was given by a person other than a current client or investor. No direct or indirect compensation was provided or obtained in connection with obtaining or using this ranking. The ranking was generated in September and covers September 2023 to September 2024.