Schmidt Financial Group, Inc.
Schmidt Financial Group has been serving technology professionals for over a decade and manages over $200M in our proprietary investment programs. Our clients come from some of the foremost technology companies in the world, as well as numerous successful start-up companies. Through these relationships, we have developed a wealth of experience in helping professionals diversify and mitigate risk while implementing a long-term plan for financial freedom.
Schmidt Financial Group was founded on the belief that technology professionals need and deserve a trusted advisor relationship that will provide: A personal, customized financial plan Regular face-to-face meetings to ensure your plan is on track Advice on all areas that affect your financial life – not simply your investments Expertise in navigating stock option and taxation complexities The objectivity of an advisor who does not collect extra fees for selling from a list of "preferred" products. If this sounds like the kind of relationship you would like to have with your advisor, we would look forward to meeting you and discussing your personal goals. In the 1980's, Ken and Glenda Schmidt were a high net worth couple in their 30's working in the technology sector. Realizing that a large percentage of their wealth was tied to the equity of their employers, they wanted to effectively manage their risk while planning for their financial futures. This desire led them to seek out a trusted advisor relationship that would provide them with: Experience and expertise across a broad range of planning areas – not simply investment planning, but proactive tax planning, insurance planning and estate planning as well An analytical approach to building a detailed, custom financial plan that would serve as a checkpoint along their path to financial freedom A personalized experience that would leave them feeling as though they were the advisor's only client An advisor who would meet with them regularly, take as much time as necessary to answer their questions and whose financial incentives were tightly aligned with their goals Ken and Glenda were unable to find an advisor with these characteristics and realized other young professionals faced a similar dilemma. This became the vision for Schmidt Financial Group – an independent Registered Investment Advisor (RIA) firm designed to provide precisely this trusted advisor relationship to other like-minded, high net worth individuals.
Address: 620 Kirkland Way, Suite 205, Kirkland, WA 98033, USA
Phone: +1 425 893 9195
FAX: +1 425 893 9824
