Two Schmidt Financial Management Advisors Named to Investment News' 2025 Top Advisor List for Excellence in Technology Executive Wealth Management
Bre Chud
connect@schmidtfm.com
Schmidt Financial Management, Inc. recently announced its leading advisors, Evan Schmidt, CFP® and Dominic Hubert, CPA, have been named to Investment News' prestigious 2025 Top Advisor Award list, recognizing their expertise in serving technology industry executives and professionals.
Evan and Dominic consider themselves industry leaders in managing restricted stock units (RSUs) and complex equity compensation packages common in the technology sector. Their specialized expertise includes:
- Strategic management and risk management for concentrated stock positions
- Tax-efficient liquidation strategies for equity compensation
- Comprehensive financial and retirement planning for high-net-worth technology executives
"Our understanding of the technology sector's unique challenges allows us to provide targeted solutions for executives managing equity-based compensation," said Evan Schmidt.
*View a complete list of winners here.
About Schmidt
Schmidt Financial Management, Inc. is a wealth management firm in Kirkland, WA, serving highly compensated executives and technology professionals who receive a significant portion of their income through stocks or equity grants. Schmidt positions itself to effectively resource technology employees needing help navigating equity compensation, RSUs, stock options, and pre/post-IPO management. Clients may include employees from companies like Microsoft, Meta, Google, Amazon, Apple, Duolingo, Lyft, TikTok, and Snap.
About InvestmentNews
InvestmentNews identifies as the premier source of news and insights for financial advisors and wealth-management professionals. It delivers timely information that helps industry professionals make informed decisions.
For more information, visit www.schmidtfm.com.
Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this recognition. The award was given by a person other than a current client or investor. No direct or indirect compensation was provided or obtained in connection with obtaining or using this award information. InvestmentNews delivers editorial insight and analysis that helps financial advisors improve practice management, gathering of assets, product promotion, and services offered by independent advisors.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250212595841/en/
"Our understanding of the technology sector's unique challenges allows us to provide targeted solutions for executives managing equity-based compensation," said Evan Schmidt.
