Schaefer Financial Management Email Format
Financial ServicesColorado, United States11-50 Employees
Schaefer Financial Management is a mid-sized independent wealth management and investment advisory firm based in Centennial, Colorado, founded in 1987. It operates on a fee-only model, emphasizing objectivity and avoidance of conflicts tied to commissions or affiliations. The firm focuses on guiding clients toward personal financial goals with customized planning and straightforward, actionable advice. Its services target individuals seeking comprehensive wealth planning and ongoing oversight as a partner in their financial journey. It positions itself as an independent advisor without ties to product providers, maintaining complete objectivity on behalf of clients. In early 2025, the Finli Group acquired Schaefer Financial Management, Inc., marking an ownership change while the firm continues to operate in Colorado.