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Matthew E. Shaffer
Co-Founder & CEO | Chief Investment Officer
CFP®
Shaffer Capital550 Polaris Pkwy, Ste 130, Westerville, OH 43082
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Physicians & Healthcare
Major Milestones I Specialize In
Retirement Planning
Starting a Business
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Shaffer Capital was founded on the belief that wealth management is built on trust, not transactions. As a family-owned firm, we are committed to building lasting relationships and providing guidance that evolves alongside our clients' lives. Today, the next generation of the Shaffer family is actively involved in serving clients and guiding the future of the firm. This continuity allows us to preserve the values on which the firm was built while continuing our service to individuals, families, and businesses for generations to come.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.