Schmidt Financial Group

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2100 Sanders Rd
Northbrook, IL 60062

Schmidt Financial Group (SFG) is a boutique financial planning firm with over 30 years of experience serving high net worth clients. Specializing in wealth transfer planning, estate planning, and business succession strategies, SFG focuses on delivering customized and tax-advantaged solutions tailored to the unique needs of each client.

As independent advisors, SFG emphasizes a collaborative and holistic approach to financial management, prioritizing client advocacy and relationship building. Their commitment to providing non-biased advice and ongoing portfolio maintenance distinguishes them in the industry, ensuring clients receive optimal value and service.

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