The Firm

Schaefer Financial Management (SFM) was founded in 1989 as an independent investment advisory firm. Our firm was built on the belief that clients are best served by working with a firm that offers collaborative, integrated and knowledgeable professionals that maintain complete transparency and focus 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. As a Fiduciary, SFM maintains no affiliation to any other firm or product provider and receives no indirect compensation.