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For over 30 years we have been specializing in fiduciary wealth management for physicians, corporate executives and entrepreneurs. Jim Schmidt is a fee only registered investment advisor, RIA, Certified Public Accountant, CPA, Accredited Estate Planner, AEP®, independent financial advisor, financial planner, and investment advisor located in Fargo ND.

The cornerstone of our mission statement is to provide, on a highly professional and personal basis, those services that you need to work toward achieving your financial goals. Being independent, a fiduciary and working on a fee-only basis, our recommendations are not influenced directly or indirectly by the agenda of any large investment corporation. Your personal CPA and private client attorney are kept informed of any pertinent items that they should be aware of. Staying on top of changing tax and investment issues, we participate in over forty hours of continuing education courses each year. 

Integrity, Expertise and Trust, expect nothing less from your advisor. We help you make smart decisions about your money so you can spend more time doing what you love.

Our Pledge To You

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