In an ever-changing industry, Marvin felt inspired to create something timeless. He had a vision to establish a family office practice—The Schmidt Investment Group—that connected complexities no one else considered, discerning small details within strategies, and providing peace in unprecedented situations.

Growing up with a father who was a minister, a mother who was a teacher and a large extended family of entrepreneurs, Marvin’s passion and desire to serve would be shaped into a purposeful business. From a young age, Marvin had an intellectual curiosity for the financial markets. He thirsted to understand how all aspects of the world were interconnected and how every person was impacted in one way or another. Recognizing the need to constantly adapt and innovate in order to better serve and counsel clients, we encourage you to watch and witness Marvin’s Story. The deep rooted foundation of our beginnings, blended with the inspiring vision of the future is very much at the heart of what is needed to serve clients best today.

Hear and watch what inspired and drives Marvin and The Schmidt Investment Group to Simplify Your Wealth®.