A complete list of active advisors currently associated with Schaeffer Financial LLC

Warmer can help you find a great advisor at Schaeffer Financial LLC or one who fits your needs even better.

Schaeffer Financial serves individuals and families, including a noted focus on federal government employees and foreign nationals holding G-IV visas, providing financial planning, portfolio management, and access to independent third‑party portfolio managers. The firm delivers planning through an initial data‑gathering session and ongoing asset management engagements while charging asset‑based advisory fees and negotiable fees for planning work. The firm’s process begins with a financial planning session to establish goals and risk tolerance, then implements diversified asset allocation using mutual funds, ETFs, and, where appropriate, outside portfolio managers; Schaeffer Financial describes use of both fundamental and technical analysis and an emphasis on risk management. Accounts are typically managed on a discretionary basis, and the firm reviews and monitors third‑party managers while handling administrative servicing on behalf of clients. What is distinctive about Schaeffer Financial is its client specialization and planning approach: the brochure highlights experience with intergenerational planning and combining financial facts with client emotions, and the firm notes it does not provide comprehensive written plans but offers discrete planning engagements. The firm also conducts educational seminars and workshops in addition to one‑on‑one services, and its operations include custody arrangements with institutional safeguards (including SLOA procedures) and occasional trustee/executor roles.

To learn more about the advisors currently working at Schaeffer Financial LLC, 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.