IPOs are complex. We've got you covered.
We understand that you need specialized guidance to navigate an IPO. And therein lies the dilemma, online investment offerings can be too simplistic and most financial advisors don't focus on tech professionals. Schmidt Financial Group has the right capabilities to transform your equity concentration into actualized goals.
Schmidt Financial Group, Inc is a Registered Investment Advisor Firm. Schmidt Financial Group, Inc. does not provide tax, insurance or legal advice.