Schmidt

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?

Our Story

Our Story

Despite what we believe is an overwhelming need, only 15% of US-based financial advisors concentrate on a unique niche.* Schmidt Financial Group was created to fill this market void for households with lucrative equity grants. Since day one, our focus has been high-net-worth individuals and families looking for equity compensation expertise, objective advice, and customer service.

*Cerulli Associates

Schmidt Financial group was created to provide:

  • A background in managing concentrated equity positions effectively
  • Experience and expertise across a broad range of planning areas – not just investments, but also proactive tax planning, insurance planning, and estate planning
  • An analytical, scientific approach to building a financial plan that will be your playbook to financial freedom
  • An advisor that understands clients and their goals are important
  • Periodic, face-to-face meetings that aren’t rushed, but take as much time as necessary to answer questions

As Featured In

WSJ
LA Times
Financial Times
Seattle Times

Our Advisory Team

Evan Schmidt, CEO

Evan Schmidt

Principal, Financial Advisor

For more than a decade, Evan has served as a guide to executives and technology professionals looking to intelligently diversify their employer stock.

Having benefited from RSUs, he understands that large financial decisions can be stressful, resulting in approach-avoidance. He enjoys working with his clients to create a clear plan of action that enables them to move forward without second-guessing.

Evan holds an MBA from The Fuqua School of Business at Duke University and is a CERTIFIED FINANCIAL PLANNER™.

Dominic Hubert

Principal, Financial Advisor

For 15 years, Dominic worked at Deloitte and Touche as an advisor to Fortune 500 tech executives seeking corporate financial process coaching and best practices.

After realizing that many of those clients struggled with single stock concentrations, he decided to shift gears. Today he focuses on that same clientele, helping them to make intelligent and confident personal financial decisions.

Dominic holds a Master of Accountancy from Gonzaga University and is a licensed Certified Public Accountant (WA 26867).

Glenda Schmidt

Glenda Schmidt

Founder, Financial Advisor

Schmidt Financial Group was started by Glenda with a pioneering vision: to create an independent, fee-only advisory firm for households with equity grants. She’s proud of her legacy and the recent firm acknowledgment as a 2022 WealthManagement.com Fastest Growing RIA.

Today Glenda focuses on established client relationships and mentoring a new generation of firm ownership. Two things that bring her great joy.

Glenda is a 2022 Forbes Top Woman Wealth Advisor Best-in-State.

Our Resource Partners

Pershing

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

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

Addepar

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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