Experience You Can Trust
Independent Advice. Fiduciary Responsibility.
As an independent Registered Investment Advisor, we are legally and ethically committed to acting in our clients' best interests.Because we are compensated through transparent advisory fees rather than commissions, our advice is objective, aligned with your goals, and free from many of the conflicts that exist in traditional financial services.
National Footprint
We currently serve individual clients and businesses throughout the United States. No matter where your journey takes you, rest assured that Shaffer Capital can be your guide.
Answering Common Questions
Shaffer Capital is a wealth management firm located in the greater Columbus, Ohio area that serves high-net-worth individuals, successful businesses, and business retirement plans across the United States.
While Shaffer Capital serves a wide range clients, we specialize in working with high-net-worth individuals, business owners, successful businesses, and retirement plans.
Shaffer Capital is compensated on a fee-only basis. We do not sell any commission investment or insurance products.
Shaffer Capital has a proven track record of providing successful financial planning outcomes and compelling investment returns. Our clients enjoy personalized and proactive service from a team who cares deeply about delivering results.
Yes. We create our own investment strategies for our clients to utilize. This is in contrast to other firms or advisors who simply sell investment products.
Yes. The minimum investment is $1,000,000 for individual clients and $5,000,000 for business retirement plans. However, we may reduce or waive these minimums on a case-by-case basis.
Shaffer Capital is 100% owned by the Shaffer family.