A complete list of active advisors currently associated with Shaffer Capital
Warmer can help you find a great advisor at Shaffer Capital or one who fits your needs even better.
Shaffer Capital advises both individual and business clients, including employer-sponsored retirement plans, and works with both high-net-worth and non‑HNW individuals. Its services, described in the brochure, include comprehensive financial planning and consulting, discretionary investment management across firm‑branded portfolios, investment consulting, and retirement‑plan fiduciary and participant advisory services. The firm’s investment process draws on fundamental, technical, cyclical, charting and quantitative analysis and applies modern portfolio theory to construct portfolios such as global asset allocation, equity‑income, core and growth equity, fixed‑income, balanced and custom allocations, with adjustments for taxable versus non‑taxable accounts. Shaffer Capital also offers tailored fixed‑income portfolios using individual bonds, private real estate and private investment/business cash‑flow modeling for planning, and model portfolios for ERISA plans (including 3(38) discretionary plan management and participant model options). What distinguishes Shaffer Capital from many peers is its combination of several uncommon practices: the brochure discloses the firm may use hypothetical performance in marketing materials and that it provides educational seminars and one‑on‑one plan education (on‑site and online), including accepting sponsorships for such events. The firm manages about $211 million for roughly 188 clients with a small advisory team, has recently expanded its advisory staff, and documents a broad menu of plan fiduciary services and specialized planning offerings that are less common among supported firms.
To learn more about the advisors currently working at Shaffer Capital, 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 |
|---|---|---|
Westerville, OH
| 0
| |
Westerville, OH
| 0
| |
Westerville, OH
| 24
| |
Westerville, OH
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)