Shaffer Wealth Advisors | Washington, DC | Financial Advisors

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. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.

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.