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About Us

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 can provide recommendations and guidance on a wide range of financial matters including financial planning, asset allocation, retirement planning and income solutions, charitable/legacy planning, education funding and inter-generational wealth transfer.

We can conduct a coordinated analysis of all your investments, including assets held outside of Shaffer Wealth Advisors, so you can understand your overall portfolio diversification, your exposure to risk, and market fluctuations.

How can we help?

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