March 24, 2026
Meet Evan Schmidt: Principal Financial Advisor for Schmidt Financial Management
Technology professionals and executives often face complex financial decisions, especially when equity compensation is involved. At Schmidt Financial Management, Evan Schmidt works closely with clients to help them better understand these moving parts, evaluate their options, and make informed decisions over time. As a Principal Financial Advisor, Evan provides thoughtful guidance shaped by both professional experience and personal insight.
Evan is a CFP® professional with more than 15 years of experience advising executives and technology professionals. His previous experience as a tech professional who received equity compensation gives him a personal understanding of many of the questions clients may face. That perspective, combined with his years of advisory work, helps him support clients as they navigate equity compensation, IPOs, tender offers, career transitions, and broader financial planning decisions.
Clients appreciate Evan’s approachable style and his ability to make complex topics feel easier to understand. He values building long-term relationships and helping clients feel more informed as their circumstances evolve. Whether the conversation is about stock options, restricted stock units, liquidity events, or long-term financial priorities, Evan aims to be a steady source of guidance and support.
When he is not working with clients, Evan enjoys spending time with his family, golfing, and traveling.
Learn more about how Evan Schmidt and the Schmidt Financial Management team support technology professionals and executives with guidance on equity compensation and financial planning.