• About Us

    About Us

Why Choose 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 20 years of professional experience, CEO 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®), he is deeply knowledgeable about his clients’ wide-ranging needs. From wealth management to retirement-income planning to corporate retirement plan oversight, Matthew consistently delivers valuable 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, their conflicts of interest, or even their educational backgrounds.

We are different, right down to our DNA. 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, economical manner possible.