General Info

Schmidt Financial Group has been serving technology professionals for over a decade and manages more than $200million in its proprietary investment programs. Clients come from some of the foremost technology companies in the world, as well as numerous successful start-up companies. Through these relationships, the company has 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 customized financial plan, regular face-to-face meetings, advice on all areas that affect a client s financial life and expertise in navigating stock option and taxation complexities. Schmidt Financial Group maintains a location in Kirkland, Wash.