
Equity 411
Equity answers for your equity questions.
Your benefits package is a key part of your financial picture. From evaluating your Employee Stock Purchase Plan (ESPP) to navigating open enrollment, understanding the choices available through your employer can lead to more informed financial decisions. Our content explores how to assess and integrate these benefits within a planning context, informed by the various types of benefits those in technology often receive.
Equity awards—RSUs, ISOs, NQSOs, and more—often come with complexity and opportunity. Whether you're approaching a vesting milestone, considering a liquidity event, or diversifying a concentrated position, we offer insights to help you make informed, tax-aware decisions that support your broader financial goals.
Retirement planning involves more than setting a savings target—it’s about organizing your financial life in a way that supports future flexibility and financial independence while utilizing unique benefits, like DCP, that you may receive. We cover key considerations for tech professionals, from pre-retirement modeling to income strategies and distribution planning.
For technology professionals with equity compensation and variable income, taxes can be a significant part of the financial landscape. Our content highlights strategies to identify planning opportunities, manage timing, and coordinate tax decisions with your overall wealth strategy, in collaboration with your tax professionals.

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We are thrilled to share that Evan Schmidt, Principal Advisor at Schmidt Financial Management, has b...
At Schmidt Financial Management, exceptional service starts with a team that brings deep experience,...
At Schmidt Financial Management, we believe that great client experiences start with an exceptional ...
We are proud to share that two of our advisors, Evan Schmidt, CFP®, and Dominic Hubert, CPA, have be...
At Schmidt Financial Management, we believe that behind every portfolio is a person — and it’s that ...
We are thrilled to announce that Dominic Hubert and Evan Schmidt of Schmidt Financial Management hav...

Evan Schmidt Named to Investment News Hot List 2024

Meet Geoff Combs: Senior Operations Associate at Schmidt Financial Management

Meet Jen Tymkovich: Client Service and Operations Manager at Schmidt Financial Management

Top Financial Advisors for Tech Executives: Evan Schmidt and Dominic Hubert Recognized by InvestmentNews

Celebrating Client Success: A Confident, On-Schedule Retirement
