Shaffer Wealth Advisors
We are an experienced multi-generational team of advisors dedicated to providing our clients with an unparalleled standard of financial services and recommendations.
As Certified Financial Planner (CFP) professionals, we provide recommendations and guidance on a wide range of financial themes including financial planning, asset allocation, investments, retirement planning, and income solutions, charitable/legacy planning, education funding, and inter-generational wealth transfer.
Our investment management process is led by a coordinated analysis and review of your current investments. We provide recommendations as to asset allocation, investment selection, and implementation that align with your personal risk assessment.
Awards
Forbes Best in State Wealth Management Team
Shaffer Wealth Advisors have been recognized as a Forbes 2023 Best-in-State Wealth Management Team.
AdvisorHub ranked Sheila S. Shaffer as a Woman Advisor to Watch
Sheila S. Shaffer has been ranked amongst the 25 Women Advisors to Watch by AdvisorHub.
Sheila Shaffer Named to the 2021 Forbes Top Women Wealth Advisors List
Shaffer Is Recognized for a Fifth Year in a Row by Forbes
Our Team
Our team - comprised of Sheila Shaffer, Shannon McGreevy, Dan Spainhour, Eric Walker, and Allyson Albert - is committed to providing the most comprehensive financial planning and advisory services possible to each individual for whom we work. Our team’s multi-generational approach and experience enables us to work with a diverse group of clients including affluent individual investors, executives, business owners, families, and their heirs. Our notable record of client retention and referrals is our most persuasive and meaningful measurement of success.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Advisory Investment Process
Depending on your financial needs and personal preferences, as well as the fees and costs associated with those services, you may opt to engage in a brokerage relationship, an advisory relationship or a combination of both. Each time you open an account, we will make recommendations on which type of relationship is in your best interest based on the information you provide when you complete or update your client profile. For adisory clients, our 3-step investment management process provides comprehensive strategies, investments, and portfolio reviews to help you achieve your goals.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We support the communities we live and work within and put our values in action by volunteering and supporting an array of philanthropic organizations in the Washington D.C. metro area and beyond.
Polar Plunge 2020!
Shannon took the "Plunge" on February 1st and helped Team Janney raise over $4,000 in support of Special Olympics D.C.
Finance Fellows Networking
On September 24th, Eric participated in the University of Maryland's Annual Finance Fellows Networking Event bringing together 100+ undergraduates and 30 industry professionals.
Blessings In A Backpack
Our team helped stuff 600 backpacks in support of Blessings In A Backpack charity at Janney's Wealth Management Conference in Baltimore.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 01, 2023
5 common investment tax filing errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
AdvisorHub ranked Sheila S. Shaffer as a Woman Advisor to Watch
Sheila S. Shaffer has been ranked amongst the 25 Women Advisors to Watch by AdvisorHub.
How our behavioral biases impact investment decision-making (Part I)
A Closer Look at Prospect Theory, Loss Aversion, and Recency Bias
Sheila Shaffer Named to the 2021 Forbes Top Women Wealth Advisors List
Shaffer Is Recognized for a Fifth Year in a Row by Forbes
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.