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Schmidt is recognized as a 5-Star Wealth Management Team 2026
We are delighted to share that this year, both Evan Schmidt and Dominic Hubert have been recognized as 5-Star Financial Planners by InvestmentNews!
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Equity can be your greatest opportunity—or your biggest risk.
Whether you’re evaluating a new offer, preparing for an IPO, or figuring out what to do with vested shares, we help you make confident decisions about RSUs, ISOs, NQSOs, and more. Our content breaks down timing, tax implications, diversification, and smart ways to manage concentrated stock.
Your benefits are more than perks—they're planning tools.
From ESPPs and open enrollment to deferred comp and health coverage, your benefits package plays a big role in your financial picture. We help you make the most of what your employer offers—coordinating benefits with your equity grants, cash flow needs, and long-term goals.
Financial independence should fit your life—not the other way around.
Retirement means different things to different people—especially in tech. Whether you're aiming to retire early or want options down the line, we help you model income, manage equity-related cash flow, and plan around benefits like DCPs and Roth conversions.
When equity meets income, taxes get complicated.
Equity grants, liquidity events, and variable income can lead to surprise tax bills. We help you plan ahead—whether that’s managing ISO AMT exposure, harvesting losses, or syncing with your CPA to coordinate multi-year strategies that minimize tax drag and align with your overall plan.
Turning equity into cash shouldn’t mean losing control.
Liquidity events—like an IPO, tender offer, or secondary sale—can be both exciting and overwhelming. We help you think through the timing, tax impact, and emotional side of selling stock. Whether you’re planning for a windfall or wondering what to do after one, we offer practical guidance to turn complexity into clarity.
Liquidity events—like an IPO, tender offer, or secondary sale—can be both exciting and overwhelming. We help you think through the timing, tax impact, and emotional side of selling stock. Whether you’re planning for a windfall or wondering what to do after one, we offer practical guidance to turn complexity into clarity.
We are delighted to share that this year, both Evan Schmidt and Dominic Hubert have been recognized ...
We are delighted to share that this year, both Evan Schmidt and Dominic Hubert have been recognized ...
A baby in a highchair, seated alongside their parent at a home office desk; this single photo captur...
Schmidt Financial Management is honored to announce that we have been named a finalist in the 2024 W...
Thoughtful financial guidance starts with listening, careful analysis, and a clear understanding of ...
Technology professionals and executives often face complex financial decisions, especially when equi...
Schmidt is recognized as a 5-Star Wealth Management Team 2026
We are delighted to share that this year, both Evan Schmidt and Dominic Hubert have been recognized as 5-Star ...
Schmidt & Hubert Named 2026: 5-Star Financial Planners by InvestmentNews
We are delighted to share that this year, both Evan Schmidt and Dominic Hubert have been recognized as 5-Star ...
Helping Graduates Build Adult Skills for Financial Independence
A baby in a highchair, seated alongside their parent at a home office desk; this single photo captures so ...
Schmidt Financial Management Named Finalist in the WealthManagement.com 2024 Industry Awards
Schmidt Financial Management is honored to announce that we have been named a finalist in the 2024 ...
Meet Dominic Hubert: Principal Financial Advisor for Schmidt Financial Management
Thoughtful financial guidance starts with listening, careful analysis, and a clear understanding of each ...
Meet Evan Schmidt: Principal Financial Advisor for Schmidt Financial Management
Technology professionals and executives often face complex financial decisions, especially when equity ...