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Brian S
CFP®, Series 63, Series 66
Clinton Corners, NY
Hudson Delaware Planning LLC
Brian Schmidt is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Hudson Delaware Planning LLC. His prior roles include positions at Ameriprise Financial Services Inc and The Depository Trust & Clearing Corp. Outside of financial advising, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through both ongoing and project-based engagements. The firm focuses on a planning-only model without discretionary portfolio management or custody, offering services that include retirement, tax, and estate planning, while clients retain full discretion over their implementation.
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