We are thrilled to share that Evan Schmidt has been named one of Advisor Hub’s “Advisors to Watch” for 2025 for the second consecutive year. It’s an honor that highlights the dedication, professionalism, and client-focused approach Schmidt brings to every relationship. Congratulations, Evan, on this well-deserved recognition!
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. Evan's repeated success is tangible evidence of Schmidt's commitment to our clients, their financial plans, and their unique experiences as a Schmidt client.
Evan, we are proud to have you as an Advisor to Watch and know you will continue to give clients extraordinary service.
Interested in learning more about how Evan and the Schmidt team can help you navigate your financial future? Visit here!
*Disclaimer: The 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 December 2023 through December 2024. Methodology: https://www.advisorhub.com/resources/rankings/