If your compensation includes RSUs or stock options, your planning needs are different. 

Multiple grants, vesting schedules, concentrated stock positions, and potential liquidity events create layers of complexity that generic advice isn’t designed to address. 

Schmidt Financial Management specializes in working with technology executives and senior professionals whose wealth is closely tied to equity compensation. Our clients often face important decisions around taxes, concentration risk, timing, and long-term planning — decisions that can have lasting financial consequences. 

We partner closely with our clients to provide highly personalized, tax-aware wealth planning, helping them: 

- Make informed decisions around RSUs, stock options, and equity grants 
- Manage concentrated positions and liquidity events 
- Reduce unnecessary tax exposure 
- Align complex compensation with long-term personal and family goals 

Our approach is intentionally proactive and relationship-driven. We work best with clients who value clarity, thoughtful planning, and a long-term advisory partnership. 

We’re likely a good fit if you: 

- Work in technology and receive equity compensation as a core part of pay 
- Are navigating RSUs, stock options, or upcoming liquidity events 
- Prefer specialized guidance over one-size-fits-all advice 
- Value proactive, tax-aware planning 
- Have $5M or more in investable assets 

If this sounds like you, we’d welcome the opportunity to explore whether working together makes sense. 

Learn more at schmidtfm.com. 

Schmidt Financial Management, Inc. is a Registered Investment Adviser. The firm does not provide tax, accounting, or legal advice. 

Schmidt Financial Management, Inc.

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Schmidt Financial Management, Inc.

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