Helping You Navigate and Excel in Your Financial World

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Personalized Financial Planning

I want to Start a Plan

Illuminate Your Financial Future

Light the Way Together

A Relationship Driven Financial Planning Process

We believe that before investments and products ever come into play, we must establish a relationship. As such, we believe a financial professional should listen before acting, reduce your stress, and provide ongoing consultations and adjustments.

Achieving your goals allows you peace of mind to be actualized and your stress is minimized. You are free to live with less stress and more enjoyment.

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About Me

I'm Jay Schmiedel, a dedicated financial professional based in Middlebury, CT. I've been in the financial industry since 1995 and with Money Concepts since 2004. I hold Series 6 and 63 licenses, in addition to being licensed in Life and Health insurance. My experience includes managing 403B plans for teachers, small business retirement plans, and offering personalized financial services to individual clients.

I live with my wife Terrie and our three children, enjoying a family-oriented lifestyle filled with sports and quality time with our golden retriever, Peanut. I operate from my home office and prefer to meet clients at their homes or businesses, ensuring a personalized and convenient service tailored to their needs.

Discover how I can help YOU

Explore My Services

Comprehensive Financial Planning

Ready to Make a Plan

Asset Management

Let's Talk Assets

Life, Disability and Long Term Care Insurance

Looking Ahead

Retirement

I'm ready

Employer Plan Rollovers

Working Towards a Plan

Investment Guidance

Start with Investing

Jay Schmiedel

2026 Eagles Club Award Recipient

Awarded by Money Concepts, the Eagles Club Award honors advisors who consistently demonstrate leadership, professional excellence, and an unwavering commitment to serving clients. This recognition highlights Jay's dedication to providing attentive service, thoughtful financial guidance, and a client-focused approach built on professionalism and care.

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Stay in the Know

What's the Latest News?

Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.

Smart Retirement Habits Wealthy Retirees Use to Build Lasting Security

Thursday, February 26, 2026 - Forbes

Try these key healthy financial habits to prepare you for retirement.

Are you a 'hidden millionaire?'

Friday, February 20, 2026 - Fortune

Most people feel “not that wealthy” even when numbers start to tell a different story. Rising costs, market volatility, and financial anxiety can crowd out financial identity. If you don’t have the time, experience, or interest to navigate your financial details, you don’t have to go it alone.

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Tuesday, February 17, 2026 - Broadridge Content

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

Why Choose Us?

We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.

HOLISTIC APPROACH

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