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.