Schedule a meeting with us today. Whether you need a complete wealth management plan or a second opinion to be sure you are on track.
There is no obligation. Call Today: (701) 478-8787
For over 30 years we have been specializing in fiduciary wealth management for physicians, corporate executives and entrepreneurs. Jim Schmidt is a fee based fiduciary advisor in Fargo. As a registered investment advisor (RIA), Certified Public Accountant (CPA), Accredited Estate Planner (AEP®), independent financial advisor, financial planner, and investment advisor, Jim strives to help you meet your financial goals.
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. Your wealth and income protection and goals are our top priority. Staying on top of changing tax and investment issues, we participate in over forty hours of continuing education courses each year.