The right path starts with the right financial advice.

Why Schaefer Financial Management?

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.



How We Can Help

Whether you are making a small shift or completely changing your course, SFM offers personal planning strategies delivered by professionals. With a relationship built on trust and deep understanding, it’s easier than ever to stay on track with your dreams.


What We Offer

Your decisions are yours to make. We’re here to help make the right decision clear and easy. Start your financial conversation with Schaefer Financial Management’s devoted team of planners that gets to know your aspirations before setting them in motion. Fee-only, non-discretionary investment planning is what we do. Creative, capable, and encouraging is who we are.