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Shafer Financial Services

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website shaferfinancialservices.com
Client types

Overview

Shafer Financial Services is a family-owned financial advisory and tax-planning firm based in Baldwin, Wisconsin, providing comprehensive wealth management services to individuals, families, and small businesses. The firm focuses on integrating investment guidance with tax-efficient strategies to support long-term financial planning across generations. Established in 1992, it offers personalized attention rooted in a relationship-driven approach while helping clients navigate retirement planning, investment decisions, education savings, and risk management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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