Download our whitepaper.

5 Things You Should Do after an IPO

  • IPO planning pitfalls you'll want to avoid
  • The RSU grant demystified
  • 3 reasons to question your post-IPO return expectations
  • How to incorporate your equity into a plan
  • Your IPO is just the beginning, not the end of planning

Schmidt Financial Group


IPOs are complex. We've got you covered.

We understand that you need specialized guidance to navigate an IPO. And therein lies the dilemma, online investment offerings can be too simplistic and most financial advisors don't focus on tech professionals. Schmidt Financial Group has the right capabilities to transform your equity concentration into actualized goals.

 

Learn More