We are proud to share that two of our advisors, Evan Schmidt, CFP®, and Dominic Hubert, CPA, have been named to InvestmentNews' 2025 Top Advisor List for Excellence in Technology Executive Wealth Management. This recognition highlights their expertise in serving technology industry executives and professionals.
Evan and Dominic specialize in managing restricted stock units (RSUs) and complex equity compensation packages common in the technology sector. Their services include strategic management and risk management for concentrated stock positions, tax-efficient liquidation strategies for equity compensation, and comprehensive financial and retirement planning for high-net-worth technology executives.
Schmidt Financial Management, Inc., based in Kirkland, WA, is dedicated to assisting highly compensated executives and technology professionals who receive a significant portion of their income through stocks or equity grants. Our clients include employees from companies like Microsoft, Meta, Google, Amazon, Apple, Duolingo, Lyft, TikTok, and Snap.
We are honored by this recognition and remain committed to providing targeted solutions for executives managing equity-based compensation. You can read the full press release here.
Click here for a full list of recipients. For more information, please visit our website at www.schmidtfm.com.