Our Commitment

We work for you. You are our employers. As independent advisors, we are your financial advocates through every financial decision. Information and education is an infinite part of our process, and communication will ultimately determine the success of our relationship together.

At Shaffer Wealth Management, we know what truly matters

A trip of a lifetime with your grandchildren.
Comfortably paying for the top college to which your child is proud to have been accepted.
Enjoying the benefits of creating something of value.
Peace of mind because your financial life is in order.

Fiduciary Duty

As independent fiduciaries, Shaffer Wealth Management has a legal obligation to avoid conflicts of interest and act with an undivided loyalty in the best interests of our clients. We are committed to upholding our fiduciary responsibilities and practices while focusing on the financial objectives, values and legacies our clients wish to fulfill. Our practices are held to the industry’s highest standards.
learn more close

Working With Us

We view our relationship as a partnership. We work with you to customize solutions through a consultative approach to your financial life. You can count on us to have an honest conversation and present a thoughtful point of view.

learn more close

Our Goal

We may not be able to control the markets or the financial environment, but we can control our high level of service and attentiveness to you. We seek to consistently exceed your expectations.

We are your trusted advisor.

learn more close