Schmidt News

Shareholder and advisor, Evan Schmidt, has been acknowledged as a best-in-state next-gen advisor. We’re proud of this recognition and believe it validates the importance of advisor specialization. Everything we do as a firm is done with a clear purpose, to guide our clients with equity grants to the best of our ability. “The problem is incorporating employer stock into a financial plan is not straightforward. There’s no one-size-fits-all solution, which is why the process can be frustrating and overwhelming. It’s also why DIY tools can disappoint.” This was one of the many things that Forbes and Shook Research took into…

Our founder, Glenda Schmidt, has been acknowledged as a best-in-state advisor and top woman wealth advisor by Forbes. We’re proud of this recognition and believe it validates the importance of advisor specialization. Everything we do as a firm comes back to the original question Glenda asked herself in 1994. “How can we build a financial advisory firm to address the unique planning needs of executives and technology professionals with equity grants?” This was one of the many things that Forbes and Shook Research took into consideration during their due diligence process. They employ a unique methodology based on an algorithm…