Schmidt Financial Management, Inc. Employee Directory

Q: What is Schmidt Financial Management, Inc. known for?

Schmidt Financial Management, Inc. was founded in 2003. Schmidt Financial Management, Inc. operates in the Financial Services industry.

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.

Find Schmidt Financial Management, Inc. employees' phone numbers or email addresses

Schmidt Financial Management, Inc. Global Highlights

North America
6

United States Of America
6

Schmidt Financial Management, Inc.'s Leadership

J. T.
Client Service & Operations Manager
Mobile Phone
Email
B. C.
Marketing Professional
Mobile Phone
Email

Schmidt Financial Management, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Arts & Design
Business
Accounting
Administrative
Other
Analytics

Contact profiles from Schmidt Financial Management, Inc.

Name

Title

Contact Info

Location

Last Update

J. T.
Client Service & Operations Manager
Mobile Phone
Email
United StatesColorado
Oct 19, 2025
B. C.
Marketing Professional
Mobile Phone
Email
United States
Apr 28, 2025

Frequently Asked Questions

What is Schmidt Financial Management, Inc. known for?

Schmidt Financial Management, Inc. was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 3435 Carillon Point Kirkland, Washington 98033 United States; you can contact the main corporate office by phone at

+1-425-893-****

. Explore Schmidt Financial Management, Inc.'s company overview page for more information.

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

Schmidt Financial Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schmidt Financial Management, Inc. email formats with LeadIQ.

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

Schmidt Financial Management, Inc. has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Schmidt Financial Management, Inc.'s key employees and leadership?

As of February 2026, Schmidt Financial Management, Inc.'s key employees include:

Client Service & Operations Manager: J. T.
Marketing Professional: B. C.

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