A complete list of active advisors currently associated with Schafer Investment Group, Inc.

Warmer can help you find a great advisor at Schafer Investment Group, Inc. or one who fits your needs even better.

Schafer Investment Group is an independent, state‑registered advisory firm that offers investment management and financial planning to individuals, high‑net‑worth clients, and businesses. The firm provides portfolio construction and ongoing supervision for client accounts and may deliver both discretionary and non‑discretionary services while custodial relationships are arranged with a third‑party custodian. The firm typically builds customized portfolios using low‑cost, diversified mutual funds and ETFs, and may include individual stocks, bonds, options contracts, or CDs to meet client objectives; strategies are primarily long‑term but the advisor may trade more actively for rebalancing or client‑specific needs. Research draws on fundamental, technical and cyclical analysis, and accounts are monitored regularly with formal reviews generally conducted at least annually; as of December 31, 2025 the firm reported about $52,018 in assets under management on a non‑discretionary basis. A distinctive feature of the firm is its common ownership with a separate CPA practice — the principal operates a related tax and accounting firm (a service offered for separate fees and not required of clients) and allocates substantial time to that business, which the brochure discloses as a potential conflict to be managed. The principal is also a licensed CPA and holds a board role at a local credit union, which means clients may encounter integrated tax‑and‑investment advice opportunities and should consider that affiliation when evaluating the advisor.

To learn more about the advisors currently working at Schafer Investment Group, 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.