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Dynasty Brings Another Wealth Firm Into Its Orbit
Tom Burroughes
14 September 2017
, 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.