Insights

Acquisition Opportunity The recent acquisition of Schaefer Financial Management by Finli Group suggests potential for integration of fintech solutions or innovative financial technology services to enhance their offerings.

Growth Potential With an estimated revenue between 10 and 25 million dollars and a dedicated team of up to 50 employees, the firm is positioned for targeted scale-up opportunities that align with national competitors such as Charles Schwab and Fidelity.

Client-Centric Approach Schaefer Financial's emphasis on fee-only, conflict-minimized advisory services indicates a customer-focused approach that may benefit from advanced CRM, compliance, or client engagement solutions.

Technology Stack The company's current use of modern website and security tools like Cloudflare and Yoast SEO presents opportunities to introduce cybersecurity and digital marketing enhancements to boost online visibility and trust.

Market Positioning As an independent, personalized wealth management firm, there is potential to expand through targeted marketing efforts focused on high-net-worth individuals seeking bespoke financial guidance.

Schaefer Financial Management Tech Stack

Schaefer Financial Management uses 8 technology products and services including Gravatar, Cloudflare, Open Graph, and more. Explore Schaefer Financial Management's tech stack below.

  • Gravatar
    Audio, Video, Graphics
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • JSON-LD
    Javascript Frameworks
  • SiteGround
    Platform As A Service
  • Yoast SEO
    Search Engines
  • Cloudflare Bot Management
    Security

Schaefer Financial Management's Email Address Formats

Schaefer Financial Management uses at least 1 format(s):
Schaefer Financial Management Email FormatsExamplePercentage
First_Last@schaeferfinancial.comJohn_Doe@schaeferfinancial.com
50%
First_Last@schaeferfinancial.comJohn_Doe@schaeferfinancial.com
50%

Frequently Asked Questions

Where is Schaefer Financial Management's headquarters located?

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Schaefer Financial Management's main headquarters is located at 7700 East Arapahoe Road Suite 265 Centennial, Colorado 80112 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Schaefer Financial Management's official website and social media links?

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Schaefer Financial Management's official website is schaeferfinancial.com and has social profiles on LinkedIn.

What is Schaefer Financial Management's NAICS code?

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Schaefer Financial Management's NAICS code is 52 - Finance and Insurance.

How many employees does Schaefer Financial Management have currently?

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As of March 2026, Schaefer Financial Management has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include President: J. S.President: T. T.Director Of Client Services: D. J.. Explore Schaefer Financial Management's employee directory with LeadIQ.

What industry does Schaefer Financial Management belong to?

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Schaefer Financial Management operates in the Financial Services industry.

What technology does Schaefer Financial Management use?

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Schaefer Financial Management's tech stack includes GravatarCloudflareOpen GraphoEmbedJSON-LDSiteGroundYoast SEOCloudflare Bot Management.

What is Schaefer Financial Management's email format?

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Schaefer Financial Management's email format typically follows the pattern of First_Last@schaeferfinancial.com. Find more Schaefer Financial Management email formats with LeadIQ.

When was Schaefer Financial Management founded?

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Schaefer Financial Management was founded in 1987.

Schaefer Financial Management

Financial ServicesColorado, United States11-50 Employees

Schaefer Financial Management (SFM) was founded in 1987 as a privately owned, independent investment advisory firm. Our firm was built on the belief that clients are best served by working with a firm that maintains complete objectivity and focuses exclusively on your best interests. We work entirely on a "fee-only" basis to minimize any compensation-related conflicts of interest that would impair the advice we provide. SFM maintains no affiliation to any other firm or product provider and receives no indirect compensation.

As your wealth management partner, our mission is to bring you and your financial goals together. We’re here to guide you on your financial journey with a customized plan that works for you. Our personalized service will get you where you want to go with direct and achievable advice. We take the time, we build the trust, and we bring the pieces of your financial picture together as your wealth management planning partners.

Section iconCompany Overview

Headquarters
7700 East Arapahoe Road Suite 265 Centennial, Colorado 80112 United States
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Schaefer Financial Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Schaefer Financial Management's revenue is estimated to be in the range of $10M$25M

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