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Schmidt Financial Group, Inc. Glenda S. Schmidt. Glenda S. Schmidt. Glenda S. Schmidt. Ryan K. Schmidt. Ryan K. Schmidt. Ryan K. Schmidt. Evan T. Schmidt. Timothy D. Griffith. Glenda S. Schmidt. Ryan K. Schmidt. During the first period of life, the greatest danger is not to take the risk. Once the risk has really been taken, the greatest danger is risking too much. How much should you be risking? The right answer begins with asking the right question. Start with the Schmidt Advantages. Track what matters...

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Schmidt Financial Group, Inc. Glenda S. Schmidt. Glenda S. Schmidt. Glenda S. Schmidt. Ryan K. Schmidt. Ryan K. Schmidt. Ryan K. Schmidt. Evan T. Schmidt. Timothy D. Griffith. Glenda S. Schmidt. Ryan K. Schmidt. During the first period of life, the greatest danger is not to take the risk. Once the risk has really been taken, the greatest danger is risking too much. How much should you be risking? The right answer begins with asking the right question. Start with the Schmidt Advantages. Track what matters...

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Schmidt Financial Group, Inc. :: Home | schmidtadvantage.com Reviews

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Schmidt Financial Group, Inc. Glenda S. Schmidt. Glenda S. Schmidt. Glenda S. Schmidt. Ryan K. Schmidt. Ryan K. Schmidt. Ryan K. Schmidt. Evan T. Schmidt. Timothy D. Griffith. Glenda S. Schmidt. Ryan K. Schmidt. During the first period of life, the greatest danger is not to take the risk. Once the risk has really been taken, the greatest danger is risking too much. How much should you be risking? The right answer begins with asking the right question. Start with the Schmidt Advantages. Track what matters...

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schmidtadvantage.com

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Schmidt Financial Group, Inc. :: The Schmidt Advantages

http://www.schmidtadvantage.com/schmidt-advantages

Schmidt Financial Group, Inc. What would a practice custom-built for technology professionals look like? We believe it would look precisely like this. We understand technology clients – because we were technology clients. The majority of advisors have a background in brokerage or insurance sales. Very few have first-hand experience with concentrated stock option wealth. Investment Management Consultants Association. Transparent fees and independent advice. Track what matters, not what’s simple. 5% client...

2

Schmidt Financial Group, Inc. :: Our Philosophy

http://www.schmidtadvantage.com/our-philosophy

Schmidt Financial Group, Inc. Once a Millionaire, Stay a Millionaire. Our philosophy is informed by our background in the technology space. In venture capital and at technology firms, we have seen myriad examples of significant paper wealth evaporating due to improper planning, or lack of expertise in quantifying and managing risk. Effectively implementing this philosophy requires a unique skill-set, process and service offering:. An understanding of stock-option/RSU. A view across all client assets.

3

Schmidt Financial Group, Inc. :: Executive Team

http://www.schmidtadvantage.com/executive-team

Schmidt Financial Group, Inc. Glenda S. Schmidt , MBA. Glenda founded the Washington Headquarters of Schmidt Financial Group, Inc. in 1993 after 20 years working in the technology space. She taught Successful Money Management seminars at 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. Ryan K. Schmidt , MBA. Ryan also held positions as a Product Manager at VMware and as a ...

4

Schmidt Financial Group, Inc. :: Firm Roots

http://www.schmidtadvantage.com/firm-roots

Schmidt Financial Group, Inc. Glenda Schmidt established Schmidt Financial in 1993, after more than a decade at a Silicon Valley high tech company. Realizing that most of the family wealth was linked to the equity of her and her husband’s employers, she knew they had to manage that risk and plan for the future. With that in mind, they sought out a firm that could provide them with:. A background in managing concentrated equity positions effectively.

5

Schmidt Financial Group, Inc. :: Services

http://www.schmidtadvantage.com/services

Schmidt Financial Group, Inc. At Schmidt Financial Group, we believe our services should be defined not by what is easy or scalable but by what is necessary in order to fully implement our philosophy for our clients. After all, that is why we built the business. In the first place. How would a house purchase in two years impact your investment allocation today? How would working at a start-up for five years impact your timing for retirement? Portfolio Research, Construction and Monitoring. An otherwise w...

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Schmidt Financial Group, Inc. :: Home

Schmidt Financial Group, Inc. Glenda S. Schmidt. Glenda S. Schmidt. Glenda S. Schmidt. Ryan K. Schmidt. Ryan K. Schmidt. Ryan K. Schmidt. Evan T. Schmidt. Timothy D. Griffith. Glenda S. Schmidt. Ryan K. Schmidt. During the first period of life, the greatest danger is not to take the risk. Once the risk has really been taken, the greatest danger is risking too much. How much should you be risking? The right answer begins with asking the right question. Start with the Schmidt Advantages. Track what matters...

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