Higgins & Schmidt Wealth Strategies

Higgins & Schmidt Wealth Strategies

Higgins & Schmidt Wealth Strategies was founded in 2010 by Managing Partners Steven Higgins, CFP®, and Allie Schmidt, CPA, CFP®. The firm operates from Denver, Colorado, advising individuals, high-net-worth individuals, and charitable organizations. Its founding principle embeds tax-awareness directly into investment management, a posture reflected in its website's emphasis on tax-efficient planning. The firm provides portfolio management and investment advisory services anchored to a personalized planning process. Its service scope spans retirement planning, tax planning, and estate planning, with a blog that discusses tactical responses to equity market highs — suggesting an active posture toward client portfolio adjustments. The firm does not publicly disclose its assets under management or specific portfolio holdings. Higgins & Schmidt names two managing partners as its leadership team, both carrying dual designations that signal a deliberate blend of investment and tax capabilities. The firm has not published a total team headcount or disclosed additional office locations. A recent operational note is the 2024 introduction of Courtney Meyer to the firm's staff, as highlighted on its website. The firm's structural differentiator is its intentional pairing of CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant designations at the partner level, positioning it as a boutique where investment strategy and tax optimization are managed jointly rather than siloed — an architecture that courts clients seeking consolidated wealth management.