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Schmidt Financial Management, Inc. Employee Directory

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.

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

Schmidt Financial Management, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Schmidt Financial Management, Inc.'s Leadership

  • Stylized image of a person
    B. C.
    Marketing Professional
    Phone icon
    Mobile Phone

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
  • Stylized image of a person
    B. C.
    Marketing Professional
    Phone icon
    Mobile Phone
    United States
    Apr 28, 2025

Frequently Asked Questions

What is Schmidt Financial Management, Inc. known for?

Minus sign iconPlus sign iconSchmidt Financial Management, Inc. was founded in 2003 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconSchmidt 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?

Minus sign iconPlus sign iconSchmidt Financial Management, Inc. has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Marketing Professional: B. C.

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