Kirkland, Washington-based RIA Schmidt Financial Group has joined New York-based Dynasty Financial Partners' network of advisory firms.
Founded in 1993 by Glenda Schmidt the firm currently manages around $300 million in client assets.
Schmidt, who has a background in the technology industry, has a number of clients based in Silicon Valley and has taught seminars on money management at Microsoft’s Redmond campus for a decade.
Schmidt will use will use Dynasty to improve its practice management including marketing and branding as well as streamlining its operations, investments and technology.
'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,' said Evan Schmidt, vice president at the firm.