A complete list of active advisors currently associated with Schmidt Wealth Management

Warmer can help you find a great advisor at Schmidt Wealth Management or one who fits your needs even better.

The firm primarily serves individual clients — including a substantial number of high-net-worth households — and also works with businesses, charities, and pension plans; it manages roughly $96 million for about 68 clients and offers financial planning alongside discretionary portfolio management. Financial planning explicitly covers tax, insurance, retirement, and estate planning, while investment work is limited to general securities, mutual funds (including ETFs), and government securities. The firm’s investment approach emphasizes fundamental analysis of businesses and a conservative, long-term orientation, avoiding frequent trading and tailoring strategies to each client’s financial situation and risk tolerance. Accounts are typically managed on a discretionary basis, reviewed weekly, and the firm recommends an independent custodian for trade execution and client reporting. Notable distinctions include that the firm’s principal also operates a separate CPA practice and may provide accounting services to advisory clients, a relationship the brochure discloses as a potential conflict of interest. The brochure also highlights insurance planning as part of its services while stating the firm does not accept commissions or maintain securities sales licenses, and it documents a formal succession arrangement to address business continuity.

To learn more about the advisors currently working at Schmidt Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.