We are thrilled to share that Evan Schmidt, Principal Advisor at Schmidt Financial Management, has been named to the prestigious InvestmentNews Hot List 2024! 🎉
The InvestmentNews Hot List recognizes the top advisors who have consistently delivered exceptional value to their clients, even amidst a rapidly changing financial services landscape. Advisors selected for this honor are noted for being proactive, staying ahead of industry shifts, adapting to new regulations, and maintaining a client-first approach at every turn.
Evan’s recognition on the InvestmentNews Hot List 2024 reflects his deep commitment to helping technology executives and professionals successfully navigate complex financial decisions — from equity compensation planning to IPO readiness and long-term wealth building. His dedication to proactive service, continued education, and innovative strategies underscores the core mission of Schmidt Financial Management: empowering clients to maximize opportunities and create lasting financial success.
Congratulations, Evan, on this incredible achievement! 🏆 Your leadership, integrity, and impact continue to raise the bar at Schmidt Financial Management.
Interested in learning more about how Evan 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. View the complete list of advisors here: https://bit.ly/HotList2024