Sanford "Sandy" Schmidt is the Founder and Chairman of Schmidt Financial Group (SFG), a boutique financial planning firm headquartered in Northbrook, Illinois. With over 30 years of experience in wealth management, Sandy is known for delivering strategic, client-centric solutions that help affluent families protect, transfer, and maximize their wealth.
Sandy specializes in developing customized estate and insurance strategies for high-net-worth individuals. He regularly collaborates with leading legal and accounting professionals to ensure each plan is fully integrated and forward-thinking. His commitment to excellence and deep understanding of the financial landscape have earned him a trusted reputation among families, entrepreneurs, and business executives navigating complex financial challenges.
He holds a B.S. in Accounting from the University of Illinois at Chicago and maintains several prestigious credentials, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Sandy also holds FINRA Series 6, 63, 65, and 22 securities registrations.
Sandy is a recognized leader in his field and a lifetime member of several elite industry groups, including the Association for Advanced Life Underwriting (AALU), Forum 400, and the Million Dollar Round Table (MDRT) – Top of the Table, an exclusive honor awarded to the world's top financial professionals.
The success of Schmidt Financial Group is rooted in its core values: integrity, strategic thinking, and personalized service. Sandy’s forward-looking approach, combined with his ability to stay ahead of market trends, allows him to help clients achieve long-term financial stability—even amid economic uncertainty.
Outside of his professional work, Sandy is dedicated to mentorship, financial literacy, and community service. He is passionate about empowering individuals and families with the knowledge and tools needed to build lasting financial security.
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