Our Firm

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.

Jeff Schaefer
Kirsten Hollander
Rachel Clevey
Jerome Perkins
Becky Aardal
Lowell Hansen
Andrea Searle
Dawn Johnson
Ken Schaefer