Timothy Schmidt
CFP®, CKA®, AFC®
Oak Hill Wealth Advisors
Wealth Advisor
Timothy Schmidt
CFP®, CKA®, AFC®
Oak Hill Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Timothy Schmidt, CFP®, CKA®, AFC®
Fee-Only financial planner located in Lansdowne, VA, serving clients locally and across the country
Timothy Schmidt is a Fee-Only financial advisor in Lansdowne, VA serving clients throughout the greater Washington D.C. and Northern Virginia, as well as across the country. Oak Hill Wealth Advisors provides comprehensive financial planning, wealth management, and investment management to help affluent individuals and their families organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Timothy Schmidt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice in the best interest of his clients.
Timothy Schmidt is a committed Wealth Advisor who operates with integrity and transparency while building and managing our clients’ wealth. His experience in finance began in the military, where he counseled young soldiers in managing personal finances and paying off debt. Timothy graduated from the United States Military Academy at West Point with a bachelor’s degree in systems engineering and had the opportunity to study abroad at Xi’an Jiaotong University in China and the U.S. Air Force Academy in Colorado. While serving as an infantry officer in the 10th Mountain Division he had the privilege to spend time in the United Kingdom, South Korea, and Afghanistan. His final assignment was serving as an instructor at Ranger School.
Timothy has earned an Executive MBA from the Quantic School of Business and Technology, a Master of Science in Financial Planning from the University of Georgia (UGA), and the CERTIFIED FINANCIAL PLANNER™ (CFP®)** designation through UGA as well. In addition, Timothy has earned the Certified Kingdom Advisor (CFP®) and the Accredited Financial Counselor (AFC®) designations.
Timothy lives in Round Hill, VA, with his wife and daughter, and enjoys spending time with family, volunteering with their church and being outdoors.
Experienced Professionals Working For You.
Our wealth managers are experienced, broadly resourced and relentlessly committed to working with you on your journey. We leverage our team’s varied and extensive knowledge to serve affluent individuals and their families, often spanning multiple generations. Clients know that we are seasoned fiduciaries looking out for them with comprehensive financial planning, wealth management, and investment management.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Timothy Schmidt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Timothy Schmidt is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
-
Timothy Schmidt is an Accredited Financial Counselor® (AFC®)AFC® certification is the standard — training professionals to guide clients through life-cycle financial education to help them realize their goals and achieve lasting financial well-being.
Abilities of the AFC:
-Educate clients in sound financial principles.
-Assist clients in the process of overcoming their financial indebtedness.
-Help clients identify and modify ineffective money management behaviors.
-Guide clients in developing successful strategies for achieving their financial goals.
-Support clients as they work through their financial challenges and opportunities.
-Help clients develop new perspectives on the dynamics of money in relation to family, friends and individual self-esteem.
Contact Timothy Schmidt
Office Locations:
-
19415 Deerfield Avenue
Suite 203
Lansdowne, VA 20176
