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Business Wire
25-06-2025
- Business
- Business Wire
Sam Huszczo, CFA®, CFP® Named InvestmentNews' 2025 Investment Advisor of the Year
DETROIT--(BUSINESS WIRE)--SGH Wealth Management is proud to announce that its Founder and Chief Investment Officer, Sam Huszczo, CFA, CFP ®, has been named InvestmentNews' 2025 National Investment Advisor of the Year. This prestigious honor recognizes excellence in financial advice, innovation, and client impact at the highest level in the wealth management industry. This recognition, part of the prestigious InvestmentNews Awards ceremony in New York, highlights Sam's outstanding contributions to the financial advisory profession. "Starting a firm took faith and discipline—the same traits our clients show in their financial journeys," said Huszczo. "Their decades of consistent investing deserve an Advisor who truly puts their interests first." Share Huszczo stood out among a competitive national field for his data-driven investment strategies, client-first approach, and his rare ability to blend academic rigor with practical, real-world advice. His background as a CFA charterholder and CFP ® professional underlines a deep commitment to discipline, transparency, and long-term thinking, values he also shares with the diligent clients he serves. The annual InvestmentNews Awards celebrate top-performing advisors who exemplify leadership, innovation, and transformative results for clients. 'Winning this national honor underscores our mission of empowering clients through disciplined, data-driven advice and transparent client-first values,' said Huszczo. 'Our success is shared with the remarkable families and individuals who trust SGH to manage their financial futures.' Known for his relatable storytelling and market commentary, Huszczo often brings humor and honesty to his role, blending references from Newton's market failures to barefoot earnings calls, all while reinforcing a simple truth: The best financial advisors don't just ride market waves, they pivot, protect, and plan. This national recognition reflects the strength of the SGH Wealth Management team and Huszczo's unwavering dedication to helping clients live their version of success, on purpose. Outside work, Sam is active on the board of Leaders for Kids, Finance Committee for the Detroit Economic Club, and regularly speaks at financial literacy workshops across Metro Detroit. Along with National TV recognition with Huszczo appearing on: CNBC's Squawk Box, Bloomberg TV, Fox Business News, CBS TV, & more. 'Starting a firm from scratch required an incredible amount of faith and discipline, values our clients embody in their own financial journeys,' said Huszczo. 'Our clients invested consistently for decades and this level of discipline deserves an Advisor who genuinely puts their interests first.'
Yahoo
13-02-2025
- Business
- Yahoo
Two Schmidt Financial Management Advisors Named to Investment News' 2025 Top Advisor List for Excellence in Technology Executive Wealth Management
KIRKLAND, Wash., February 13, 2025--(BUSINESS WIRE)--Schmidt Financial Management, Inc. recently announced its leading advisors, Evan Schmidt, CFP® and Dominic Hubert, CPA, have been named to Investment News' prestigious 2025 Top Advisor Award list, recognizing their expertise in serving technology industry executives and professionals. Evan and Dominic consider themselves industry leaders in managing restricted stock units (RSUs) and complex equity compensation packages common in the technology sector. Their specialized expertise includes: Strategic management and risk management for concentrated stock positions Tax-efficient liquidation strategies for equity compensation Comprehensive financial and retirement planning for high-net-worth technology executives "Our understanding of the technology sector's unique challenges allows us to provide targeted solutions for executives managing equity-based compensation," said Evan Schmidt. *View a complete list of winners here. About Schmidt Schmidt Financial Management, Inc. is a wealth management firm in Kirkland, WA, serving highly compensated executives and technology professionals who receive a significant portion of their income through stocks or equity grants. Schmidt positions itself to effectively resource technology employees needing help navigating equity compensation, RSUs, stock options, and pre/post-IPO management. Clients may include employees from companies like Microsoft, Meta, Google, Amazon, Apple, Duolingo, Lyft, TikTok, and Snap. About InvestmentNews InvestmentNews identifies as the premier source of news and insights for financial advisors and wealth-management professionals. It delivers timely information that helps industry professionals make informed decisions. For more information, visit Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this recognition. The award was given by a person other than a current client or investor. No direct or indirect compensation was provided or obtained in connection with obtaining or using this award information. InvestmentNews delivers editorial insight and analysis that helps financial advisors improve practice management, gathering of assets, product promotion, and services offered by independent advisors. View source version on Contacts Bre Chud connect@ Sign in to access your portfolio
