Stewardship
Stewardship isn't just another buzzword, it's a deep conviction we feel at our core. Your wealth represents everything you've worked for. It's our sacred responsibility to tend with care.
About us
Deeper Relationships. Personal Attention.
GUIDING PRINCIPLES
Accountability
We don't hide behind jargon or dodge hard questions. You'll always know what we're doing, why we're doing it, and how it's working. If something's off, we'll be the first to tell you.
Diligence
“Every portfolio, every day.” We're not watching from a distance, we're in it daily, looking for opportunities, managing risk, and making sure nothing gets missed.
Generosity
As the firm grows, so does our giving. We commit a percentage of revenue, not just what's left over, to investing in our community, with a special focus on young people and the next generation.
Trust
Trust isn't claimed, it's built. Through honest conversations, clear explanations, and doing what we said we'd do year after year. After 25 years our 98% retention rate speaks for itself.
At Schmidt Wealth, our team is built around personalization. We bring deep expertise to every portfolio and pair it with care, clarity, and continuity. The same voices you meet at the beginning are the ones you’ll hear from throughout the journey.
Since 2001, Darin Schmidt has led Schmidt Wealth Management with a simple belief: people come before profit. Built largely through referrals, the firm reflects his commitment to long-term, objective guidance rooted in truly understanding each client’s goals.
Darin brings deep expertise from his auditing background at Deloitte & Touche and Ernst & Young, along with decades of experience in retirement and investment planning. A Thomas More College graduate and former four-year football and baseball player, he lives in Florence, Kentucky with his wife, Jessie, and their three children, and enjoys coaching, weight training, and volunteering.
Darin brings deep expertise from his auditing background at Deloitte & Touche and Ernst & Young, along with decades of experience in retirement and investment planning. A Thomas More College graduate and former four-year football and baseball player, he lives in Florence, Kentucky with his wife, Jessie, and their three children, and enjoys coaching, weight training, and volunteering.
Amanda is our licensed Medicare specialist. She has a background in office management, leadership in team development and customer service for over the last eighteen years. She is continuing to grow and expand on her expertise within the securities insurance field.
In her spare time, Amanda enjoys writing, singing, crafting and spending quality time with her loved ones and cat, Chris.
In her spare time, Amanda enjoys writing, singing, crafting and spending quality time with her loved ones and cat, Chris.
Jessie is a graduate of the University of Cincinnati where she earned an associate's degree in Applied Business and a bachelor's degree in Paralegal Studies. She brings more than 15 years of experience in paralegal and administrative roles, with a strong commitment to accuracy, organization, and serving others well. At Schmidt Wealth Management, she supports payroll and administrative operations. Her work is grounded in her faith, and she strives to honor God through excellence, integrity, and genuine care for the people the firm serves. Outside of work, she enjoys traveling, reading, working out, and spending time with friends and family.
We measure success by faithfully stewarding your resources, not landing the next client.
It’s multiplication over addition.
Informed Investment
We’re happy to customize sectors and investments based on what matters to you. We optimize for specificity. You don’t want a portfolio that works “on average.” You want one that works for you.
Eager to Collaborate
We’ve been doing this for over 25 years, but we don’t just say ‘trust us.’ We earn trust by making sure clients are truly part of the process. We listen first, research second, and advise last.
Thoughtfully Adjusted
We’re always looking for ways to refine or rebalance to improve your wealth. It’s not set-it-and-forget-it here. We’re all about staying responsive and making smart, timely adjustments that keep your strategy aligned with your goals.
