WHY CHOOSE US

LET'S GET ACQUAINTED

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

CONTACT US

Today's complex and changing economic landscape can make reaching your financial goals a challenge. At Shaffer Capital, our knowledgeable and trustworthy advisors can show you the path forward, with a strategy custom- designed for you.

Our distinctive approach to financial planning and investment management combines a comprehensive, "big picture" perspective with an unwavering attention to detail. We bring visionary thinking, diligent planning, and direct accountability to every client relationship.

As a Shaffer Capital client, you can expect objective, proactive guidance that is tailored to your unique situation and needs - whether you are an individual, a business owner, or a retirement plan fiduciary.

EXPERTISE AND EXPERIENCE

With more than 27 years of professional experience, CEO and Chief Investment Officer Matthew Shaffer has guided clients through a host of economic and market environments, helping them to seize opportunity and manage risk along the way.

As a Certified Financial Planner (CFP®) practitioner with extensive formal education in finance, economics, and strategy, Matt is deeply knowledgeable about his clients' wide-ranging needs. From wealth management to corporate retirement plan oversight, he consistently delivers invaluable perspective and unbiased advice.

CLIENT-CENTERED

At Shaffer Capital, we believe that a client's long-term success is directly related to the quality of their advisor. Many of today's "financial advisors" are actually what used to be called “brokers,”—or in plain English, sales people. Few are sufficiently transparent about their compensation, conflicts of interest, or even their educational backgrounds.

As an independent Registered Investment Advisor firm, we are legal fiduciaries, sworn to put our clients' interests first and operate with complete transparency. We charge set fees rather than sales commissions, which eliminates the conflicts of interest that plague the industry.

The result is objective, unbiased advice that serves a single purpose: helping you to achieve your goals in the most efficient, effective, and economical manner possible.