Since 2001, Darin M. Schmidt as the founder and president of Schmidt Wealth Management, LLC has offered a full range of financial investment services to local families and businesses.

 

Customer-focused and commitment driven, Schmidt built a successful business based on the referrals of existing, satisfied clients. Schmidt’s high standards and close client relationships is instituted in the belief that “People must always be considered above the making of money.”  As a financial adviser Schmidt offers long-term, objective recommendations only after having gained a firm knowledge of his client’s needs, objectives and goals. The firm’s services include retirement plans such as traditional IRA, Roth IRA, 403(b), SEP IRA, SIMPLE IRA, 401(k) and others, as well as education funding and tax-sheltered investing which includes but is not limited to, Limited Partnerships and 1031 or 1033 property exchanges.

 

Due to his experience as an auditor, Schmidt is highly knowledgeable regarding defined benefit and contribution plans. He audited many plans for private and Fortune 500 companies while working for Deloitte & Touche, LLP (Senior Auditor, 1999-2001) and Ernst & Young, LLP (Staff and In-Charge Auditor, 1997-1999). In addition, he planned and conducted certified audits for a variety of the publicly and privately-held clients of each firm. These clients included manufacturing, investment management, health sciences, banking, real estate, insurance, airline, business services, and non-profit institutions.

 

As an Investment Advisor Representative, Schmidt earned his Series 7 and 66 securities registration in 2001.  In addition, he holds a Life and Health Insurance License in Kentucky, Ohio and Indiana.

 

Schmidt earned his Bachelor of Arts in Accountancy and associate degrees in both Business Administration and Information Systems from Thomas More College in Northern Kentucky.  While earning those degrees, he played 4 years on the Thomas More football and baseball teams.  

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Active members of their church, Darin and his wife, Jessie, son Joshua and daughters Lilly and Lucy, live in Florence Kentucky. In his leisure time, Darin enjoys coaching, weight-training and volunteering with his wife.