Schaefer Financial Management (SFM) was founded in 1987 as a privately owned, independent investment advisory firm. Our firm was built on the belief that clients are best served by working with a firm that maintains complete objectivity and focuses exclusively on your best interests. We work entirely on a "fee-only" basis to minimize any compensation-related conflicts of interest that would impair the advice we provide. SFM maintains no affiliation to any other firm or product provider and receives no indirect compensation.

As your wealth management partner, our mission is to bring you and your financial goals together. We’re here to guide you on your financial journey with a customized plan that works for you. Our personalized service will get you where you want to go with direct and achievable advice. We take the time, we build the trust, and we bring the pieces of your financial picture together as your wealth management planning partners.

Schaefer Financial Management

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Schaefer Financial Management

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