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  • Illuminating Your Financial Path®

    Illuminating Your Financial Path®

    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.

    Why Choose Us

Our Services

Planning

Planning

Planning is the groundwork of success. We take the time to get to know you—your situation, your values, your goals—in order to develop detailed, customized plans designed to help you reach your unique objectives.

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Investments

Investments

The right investment approach can help ensure that you achieve your goals. We use a unique, evidence-based method that seeks to protect our clients’ capital while delivering the growth they need.

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Retirement

Retirement

We serve retirement plan sponsors and trustees as a fiduciary with discretion over plan assets. Our aim: to simplify our clients’ duties while helping them and their employees to thrive.

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Insurance

Insurance

Being prepared for the unexpected is a key to maintaining your financial security and achieving your long-term goals. Our team provides objective guidance on a wide range of risk-management solutions.

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A Journey That's Uniquely Yours

Simply Better Service

Shaffer Capital recognizes that successful individuals and businesses have complex financial planning and investment management needs. Our distinctive approach integrates a comprehensive, "big picture" perspective with an unrelenting attention to detail. We bring visionary thinking, diligent planning, and direct accountability to every client relationship.