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Insights

Niche Expertise Specializes in tech executives and professionals with equity compensation, suggesting strong cross-sell potential for tax-aware wealth planning services and concentrated position management.

Recognition Advantage Recent industry awards and top advisor nominations enhance credibility with prospective tech clients and could be leveraged to open conversations about premium planning services.

High-AUM Focus Targets clients with $5M+ investable assets, indicating a market segment with substantial lifetime value and opportunity for ongoing advisory relationships and tailored wealth strategies.

Authored Partnerships Registered Investment Advisor status and emphasis on tax-aware planning position the firm well to partner with technology firms or fintechs seeking external wealth management for leadership teams.

Growth Signals Revenue range and expansion of recognition suggest capacity for scaling advisory services, offering an entry point for enterprise-grade solutions, strategic referrals, and expanded service lines.

Similar companies to Schmidt Financial Management, Inc.

Schmidt Financial Management, Inc. Tech Stack

Schmidt Financial Management, Inc. uses 8 technology products and services including LinkedIn Ads, Reddit Ads, HubSpot Content Hub, and more. Explore Schmidt Financial Management, Inc.'s tech stack below.

Schmidt Financial Management, Inc.'s Email Address Formats

Schmidt Financial Management, Inc. uses at least 2 email formats:
Schmidt Financial Management, Inc. Email FormatsExamplePercentage
First@schmidtfinancialgroup.comJohn@schmidtfinancialgroup.com
60%
Last@schmidtfinancialgroup.comDoe@schmidtfinancialgroup.com
40%

Frequently Asked Questions

What is Schmidt Financial Management, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Schmidt Financial Management, Inc.'s main corporate office by phone at
+1-425-893-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Schmidt Financial Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconSchmidt Financial Management, Inc.'s official website is schmidtfm.com and has social profiles on LinkedIn.

How much revenue does Schmidt Financial Management, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Schmidt Financial Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Schmidt Financial Management, Inc.'s NAICS code?

Minus sign iconPlus sign iconSchmidt Financial Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Schmidt Financial Management, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Schmidt Financial Management, Inc. has approximately 8 employees across 1 continents, including North America. Key team members include Marketing Professional: B. C. Explore Schmidt Financial Management, Inc.'s employee directory with LeadIQ.

What industry does Schmidt Financial Management, Inc. belong to?

Minus sign iconPlus sign iconSchmidt Financial Management, Inc. operates in the Financial Services industry.

What technology does Schmidt Financial Management, Inc. use?

Minus sign iconPlus sign iconSchmidt Financial Management, Inc.'s tech stack includes LinkedIn Ads, Reddit Ads, HubSpot Content Hub, WordPress, Google Workspace, Pardot, WP Engine and Piwik PRO Core.

What is Schmidt Financial Management, Inc.'s email format?

Minus sign iconPlus sign iconSchmidt Financial Management, Inc.'s email format typically follows the pattern of First@schmidtfinancialgroup.com. Find more Schmidt Financial Management, Inc. email formats with LeadIQ.

When was Schmidt Financial Management, Inc. founded?

Minus sign iconPlus sign iconSchmidt Financial Management, Inc. was founded in 2003.
Schmidt Financial Management, Inc. logo

Schmidt Financial Management, Inc.

Financial ServicesWashington, United States2-10 Employees

Schmidt Financial Management, Inc. is a financial services firm based in Kirkland, Washington. It specializes in working with technology executives and other senior professionals whose wealth is closely tied to equity compensation, including RSUs and stock options. The firm provides highly personalized, tax-aware wealth planning that addresses decisions around equity grants, concentration risk, liquidity events, and long-term goals.

As a Registered Investment Adviser, Schmidt Financial Management emphasizes a proactive, relationship-driven approach and does not provide tax, accounting, or legal advice. Its typical clients have $5 million or more in investable assets and seek specialized guidance beyond generic advice. Recent recognition includes Dominic Hubert being named a 5-Star Financial Planner by InvestmentNews in early 2026.

Section iconCompany Overview

Phone number
+1-425-893-****
Website
schmidtfm.com
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    Schmidt Financial Management, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Marketing Professional at Schmidt Financial Management, Inc.
    B. C.
    Marketing Professional
    Mobile Phone

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