A complete list of active advisors currently associated with A Schaffer Advisor Services

Warmer can help you find a great advisor at A Schaffer Advisor Services or one who fits your needs even better.

A. Schaffer Advisor Services provides discretionary comprehensive portfolio management and appointment‑based, advice‑only consultations to individuals, high‑net‑worth clients, and small businesses. Portfolios are typically constructed using passive, index‑tracking ETFs, and the firm will advise on or incorporate existing individual securities when clients request it. The firm follows a long‑term, passive investment approach built around strategic asset allocation and periodic rebalancing, with account reviews at least quarterly. Client onboarding includes gathering information on goals, risk tolerance, tax basis, and family circumstances to develop a customized investment policy and allocation targets; clients may impose reasonable investment restrictions, though some restrictions can limit manageability. Notable operational and business characteristics include a very small client base (six clients) and roughly $2.3 million in assets under management, along with standalone fixed‑fee advisory appointments available on an as‑needed basis. The firm recommends a particular custodian (Charles Schwab) for custody and trade execution, does not participate in wrap programs or accept third‑party compensation, and the principal holds an AWMA® designation with prior institutional portfolio management experience.

To learn more about the advisors currently working at A Schaffer Advisor Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Adam Schaffer	Norwalk, OH	9

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