Schmidt Financial Management, Inc.

Financial ServicesWashington, United States2-10 Employees

You need a Specialist, not a Generalist.

If you work in tech, chances are you receive a high level of compensation, which is excellent! But what do you do with that compensation? Choosing Schmidt Financial Management means partnering with a firm that helps clients connect grants to personal goals, avoid pesky tax surprises, and take confident action at crucial junctures. Whether navigating IPOs, stock concentration management, or RSU planning, Schmidt Financial Management is where execs and tech professionals go for financial advice. 

If these statements describe you, then we are probably a good fit: 

- You want to spend less time managing your money and more time enjoying life
- You value saving money on taxes 
- You like hyper-personalized financial advice
- You work in technology and receive executive compensation benefits
- You have $3M or more in investable assets
- You are motivated to reach both financial and personal goals

Does this sound like you? Then start your Schmidt Financial Management journey today; your future self will thank you! 


Read more at schmidtfm.com.

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Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice.

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