A complete list of active advisors currently associated with Schaefer Financial Management, Inc.

Warmer can help you find a great advisor at Schaefer Financial Management, Inc. or one who fits your needs even better.

Schaefer Financial Management provides financial planning and investment management to individuals (including high‑net‑worth clients), trusts, and retirement‑plan participants. The firm delivers comprehensive financial planning and ongoing portfolio management for roughly 446 clients and manages about $1.115 billion in client assets, with investment management generally billed on an asset‑based fee basis. The firm follows a long‑term, allocation‑driven approach grounded in modern portfolio theory and emphasizes time frame, asset allocation, and tax‑sensitive implementation. It manages client accounts on a predominantly non‑discretionary basis—requiring client approval before trades—and offers either quarterly, more active reviews or annual, buy‑and‑hold review options depending on client needs. Distinctive features include a compact, credentialed team (multiple CFP® professionals plus a CPA and a CDFA) handling a large pool of assets without exercising portfolio discretion or accepting product commissions. The firm operates as fee‑only, assists with insurance implementation by referring or coordinating with licensed agents rather than selling products, and uses separate account managers or non‑listed pooled vehicles selectively to pursue tax efficiency and specialized allocation needs.

To learn more about the advisors currently working at Schaefer Financial Management, Inc., 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.