At Schmidt Financial Management, delivering exceptional service to our clients means having a team that brings both analytical strength and a genuine desire to help others. Nathaniel Smith, our Advisor Support Associate, brings just that — along with a fresh perspective and enthusiasm that energizes the team.
Nathaniel is new to the wealth management industry, but he’s quickly made his mark by diving deep into financial modeling — a key area that helps our advisors develop thoughtful, strategic plans for clients. His technical focus is matched by his client-first mindset: Nathaniel was drawn to this field because he enjoys helping people navigate complex financial decisions, especially busy professionals who don’t have time to manage every detail themselves.
As a Seattle native, Nathaniel has a deep understanding of the culture and pace of life at major tech companies headquartered in the region. This insight allows him to better anticipate the needs of our high-net-worth technology clients and support our Principal Advisors with contextually informed solutions.
Though he’s the newest member of the Schmidt Financial Management team, Nathaniel is already known for his upbeat attitude, curiosity, and willingness to jump in wherever needed. His contributions are helping us deliver the high-touch, personalized service our clients rely on.
Outside the office, Nathaniel enjoys writing fiction and exploring the beautiful landscapes of the Pacific Northwest — a creative outlet that fuels his problem-solving mindset. 📖🌲
We’re excited to have Nathaniel on board and can’t wait to see how he continues to grow in his role!
Learn more about how Nathaniel and our team support technology executives and professionals with customized financial planning.