About Us
Schaefer Financial Management (SFM) is an independent investment advisory firm founded in 1989. We believe clients are best served by a collaborative, transparent, and highly capable team that operates with integrity and a shared commitment to excellence.
Our values — Hard Work, Intellectual Curiosity, People Matter, and High Standards — guide how we serve clients and how we work together. Our purpose is simple: we build meaningful relationships and help people make sound, informed life decisions.
SFM Benefits
We offer competitive benefits for eligible team members, including health insurance, annual profit-sharing contributions, flexible time off, and 10 paid holidays.
Our Vision
Empowering individuals, families, and future generations to achieve financial freedom with confidence by being the most capable and highly regarded independent financial advisors.
We are looking for someone who takes pride in doing things well, enjoys learning, and wants to be part of a firm that values people, integrity, and long-term relationships.