We are thrilled to announce that Dominic Hubert and Evan Schmidt of Schmidt Financial Management have been named among InvestmentNews’ Top Advisors for 2024! This prestigious recognition highlights their outstanding dedication to client service, leadership within the financial services industry, and their forward-thinking approach to wealth management for technology executives and professionals.
The InvestmentNews Top Advisors list honors the nation’s leading financial advisors who demonstrate excellence in client impact, practice innovation, and industry leadership. Being named to this list is a significant milestone, reflecting Dominic and Evan’s deep commitment to fiduciary excellence, strategic planning, and empowering clients to achieve lasting financial success.
At Schmidt Financial Management, we specialize in helping highly compensated technology professionals navigate the complexities of equity compensation, IPO planning, and comprehensive wealth management. Recognition from industry leaders like InvestmentNews reinforces our mission: to serve clients with integrity, proactive guidance, and personalized strategies tailored to their unique goals.
Congratulations to Dominic and Evan for this well-deserved honor! Your dedication to setting a higher standard in the financial services industry continues to inspire our team and enrich the lives of the clients we are privileged to serve.
Learn more about our award-winning services and how we help technology executives thrive.