• About Us

    About Us

A Message from the Company’s Owners

Your financial journey is unique. Whether you are an individual investor, a business owner or a retirement plan sponsor, Shaffer Capital is ready to guide you on your path to success.

Our approach encompasses cutting-edge financial advice, proactive client service, and attention to the details that matter to you. You can trust that we will work diligently, be fair, and conduct business with a strong commitment to personal service and integrity.

Choosing the right financial adviser can be a daunting task. According to the most recent data from the U.S. Department of Labor, there are nearly 296,000 Personal Financial Advisers in the United States alone. Given a vast number of choices, investors often select an adviser based on convenience and personality rather than education, experience and training. To make matters worse, current regulations do little to curtail product salespeople from calling themselves financial advisers or financial planners.

When it comes to helping you invest, preserve your estate or manage your company’s retirement plan, you deserve a partner who is truly qualified to provide you with comprehensive advice and guidance. At Shaffer Capital, we are confident that we can earn your trust.

Thank you for considering Shaffer Capital for your financial advisory needs. We are proud of the firm we have built, and we hope to be your firm of choice.


Matthew E. Shaffer, MBA, CFP®

Founder & Chief Executive Officer
Chief Investment Officer

Patricia L. Shaffer

Founder & Chief Marketing Officer