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Schaefer Financial Management Employee Directory

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.

Find Schaefer Financial Management employees' phone numbers or email addresses

Schaefer Financial Management Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

Schaefer Financial Management's Leadership

  • President at Schaefer Financial Management
    T. T.
    President
    Mobile Phone
  • Owner at Schaefer Financial Management
    P. S.
    Owner
    Mobile Phone
  • Director at Schaefer Financial Management
    G. L.
    Director
    Mobile Phone
  • Wealth Management Associate Advisor at Schaefer Financial Management
    G. F.
    Wealth Management Associate Advisor
    Mobile Phone
  • Wealth Management Associate at Schaefer Financial Management
    J. J.
    Wealth Management Associate
    Mobile Phone
  • Investment Advisor at Schaefer Financial Management
    L. H. C.
    Investment Advisor
    Mobile Phone
  • Administrator at Schaefer Financial Management
    S. G.
    Administrator
    Mobile Phone

Schaefer Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Schaefer Financial Management

Name
Title
Contact
Location
Last Update
  • Owner at Schaefer Financial Management
    P. S.
    Owner
    Mobile Phone
    United Kingdom, England
    Nov 11, 2025
  • President at Schaefer Financial Management
    T. T.
    President
    Mobile Phone
    Oct 17, 2024
  • Director at Schaefer Financial Management
    G. L.
    Director
    Mobile Phone
    United Kingdom, England
    Sep 03, 2026
  • Wealth Management Associate Advisor at Schaefer Financial Management
    G. F.
    Wealth Management Associate Advisor
    Mobile Phone
    Jun 27, 2026
  • Wealth Management Associate at Schaefer Financial Management
    J. J.
    Wealth Management Associate
    Mobile Phone
    Oct 16, 2024
  • Investment Advisor at Schaefer Financial Management
    L. H. C.
    Investment Advisor
    Mobile Phone
    Oct 23, 2024
  • Administrator at Schaefer Financial Management
    S. G.
    Administrator
    Mobile Phone
    United Kingdom, England
    Sep 05, 2026

Frequently Asked Questions

What is Schaefer Financial Management known for?

Minus sign iconPlus sign iconSchaefer Financial Management was founded in 1987 and operates in the Financial Services industry. Explore Schaefer Financial Management's company overview page for more information.

What is Schaefer Financial Management's most common email format?

Minus sign iconPlus sign iconSchaefer Financial Management employees' email format typically follows the pattern of First_Last@schaeferfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Schaefer Financial Management email formats with LeadIQ.

How many employees does Schaefer Financial Management have currently?

Minus sign iconPlus sign iconSchaefer Financial Management has approximately 12 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Schaefer Financial Management's key employees and leadership?

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As of August 2026, Schaefer Financial Management's key employees include:

  • President: T. T.
  • Owner: P. S.
  • Director: G. L.
  • Wealth Management Associate Advisor: G. F.
  • Wealth Management Associate: J. J.

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