What departments does Schaefer Financial Management have?

Schaefer Financial Management has employees across 2 departments including Entrepreneurship, Consultant.

What is the largest department at Schaefer Financial Management?

The largest department at Schaefer Financial Management is Entrepreneurship with 1 employees.

Where are Schaefer Financial Management employees located globally?

Schaefer Financial Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Schaefer Financial Management's team size changed over time?

Schaefer Financial Management's team has decreased from approximately 11 to 9 employees based on available data.

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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.

Schaefer Financial Management Global Highlights

North America
16

United States Of America
16

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Schaefer Financial Management's Leadership

T. T.
President
Mobile Phone
Email
P. S.
Owner
Mobile Phone
Email
G. F.
Wealth Management Associate Advisor
Mobile Phone
Email
J. J.
Wealth Management Associate
Mobile Phone
Email
L. H. C.
Investment Advisor
Mobile Phone
Email

Schaefer Financial Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Schaefer Financial Management

Name

Title

Contact

Location

Last Update

P. S.
Owner
Mobile Phone
Email
United KingdomEngland
Nov 11, 2025
T. T.
President
Mobile Phone
Email
Oct 17, 2024
G. F.
Wealth Management Associate Advisor
Mobile Phone
Email
Jun 27, 2026
J. J.
Wealth Management Associate
Mobile Phone
Email
Oct 16, 2024
L. H. C.
Investment Advisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Schaefer Financial Management known for?

Schaefer Financial Management was founded in 1987 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?

Schaefer Financial Management employees' email format typically follows the pattern of . 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?

Schaefer Financial Management has approximately 12 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

President: T. T.
Owner: P. S.
Wealth Management Associate Advisor: G. F.
Wealth Management Associate: J. J.
Investment Advisor: L. H. C.

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Schaefer Financial Management Employee Directory

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