About Us

Schmidt Financial Group began with a simple question.

How can we build a financial advisory firm to address the unique planning needs of executives and technology professionals with equity grants?

As Featured In

LA Times
Financial Times
Seattle Times

Our Advisory Team

Evan Schmidt

Shareholder, Financial Advisor

As a second generational owner, Evan spearheads all growth initiatives and provides a clear vision for the organization.

But he’s most proud of his work with executives and technology professionals to transform their equity concentration into actualized goals. You can find his planning featured in The Wall Street Journal, The Financial Times, Forbes, and other major publications.

Evan holds an MBA from Duke University, is a CERTIFIED FINANCIAL PLANNER™ and a recipient of various industry awards.

Glenda Schmidt

Shareholder, Financial Advisor

Glenda founded Schmidt Financial Group, Inc. after 20 years working in the technology space. She taught financial educational workshops on Microsoft’s Redmond campus for a decade.

Like her, Glenda’s clients are successful technology millionaires looking for an advisor who understands how to manage those attendant risks.

She has received various top advisor awards and has a long history of involvement in non-profit organizations in the Seattle area.

Our Resource Partners


Pershing Advisor Solutions

Pershing LLC has been a leading global provider of financial business solutions for more than 80 years. They currently serve more than 1,400 clients worldwide, including many of the world's most respected financial organizations. A BNY Mellon Company, Pershing has custody of $1.8 trillion in global client assets.


Dynasty Financial Partners

Dynasty Financial Partners is a leading provider of wealth management and technology platforms for select independent financial advisory firms. They manage $25 billion in global client assets and are an eight-time award recipient from Private Asset Management Magazine.



Addepar is a Silicon Valley-based investment management platform for clients with complex portfolios and sophisticated investment needs. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $1 trillion in assets on the Addepar platform.

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