Dynasty Financial Partners Welcomes Schmidt Financial Group, an Independent Advisory Firm Based in Washington State

Firm Has Client Assets of More than $300 Million and Demonstrated Strength in Working with Clients in the Technology Space

NEW YORK--()--Dynasty Financial Partners is pleased to announce that Schmidt Financial Group has joined the Dynasty Network of Advisory firms. Based in Kirkland, Washington, Schmidt Financial Group is an independent RIA managing more than $300 million in client assets.

Schmidt Financial Group was founded in 1993 by Glenda Schmidt who taught financial planning seminars on Microsoft's Redmond campus for more than a decade. The team has built on that legacy expanding client relationships beyond Microsoft to include additional premiere technology giants including Amazon, Google, Facebook and more.

"As an independent firm for twenty-five years, we have deep experience working with clients in the tech space and have developed a distinctive business model that has successfully supported our clients' high net worth lifestyles. Over that time span, what began as individual relationships has grown into family household relationships serving multiple generations,” said Ms. Schmidt, founding principal.

According to Evan Schmidt, Ms. Schmidt's son and second generation principal, "Working with Dynasty Financial Partners, I'm excited to position the firm for future expansion by focusing on executives and technology professionals experiencing sudden wealth through acquisitions and going public."

Schmidt Financial Group has formed strategic partnerships with some of the leading providers including Pershing Advisory Services, Addepar and Dynasty Financial Partners to capitalize on advances in technology, investments and robust analytics that will allow it to continue delivering objective and personalized service at a high level. For more information, please visit www.schmidtadvantage.com.

"Glenda, Evan and their team at Schmidt Financial Group have extraordinary experience in working with successful technology entrepreneurs and professionals," said Shirl Penney, Dynasty's CEO. "We are proud to welcome them as a Dynasty Network Advisory Firm. We are looking forward to partnering with them to better serve their existing clients and to position their firm for future growth."

Schmidt Financial Group will engage with Dynasty on building out their practice management including marketing and branding, and in streamlining their operations, investments and technology.

About Dynasty Financial Partners

Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry's leading independent investment advisor firms. Dynasty's integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and seek to grow their clients' wealth. Dynasty's core principle is "objectivity without compromise," and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.

Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables and San Francisco. Visit Dynasty's website for more information: www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:
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@DynastyFP
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Contacts

Media:
Dynasty Public Relations
Sally Cates, 212-373-1000
sallycates@dynastyfinancialpartners.com

Release Summary

Dynasty Financial Partners Welcomes Schmidt Financial Group, an Independent Advisory Firm Based in Washington State

Contacts

Media:
Dynasty Public Relations
Sally Cates, 212-373-1000
sallycates@dynastyfinancialpartners.com