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Dynasty Brings Another Wealth Firm Into Its Orbit
The US network of wealth management organizatons has added another group.
Dynasty Financial Partners, the US organization, has brought Schmidt Financial Group into its network of advisory firms. Schmidt Financial Group is based in Kirkland, Washington. It is an independent RIA managing more than $300 million in client assets.
The firm was founded in 1993 by Glenda Schmidt who taught financial planning seminars on Microsoft’s Redmond campus for more than a decade.
Schmidt Financial Group has formed strategic partnerships with various providers including Pershing Advisory Services, Addepar and now Dynasty Financial Partners.
