Schaefer Wealth Management Inc. Core Values

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Fiduciary

We serve as a fiduciary for our valued clients. Although our recommendations need to be suitable for your situation, we are held to a higher standard and must act in your best interest.

Commitment

We diligently serve as your comprehensive financial planner with clearly defined responsibilities.

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Organization

We serve as a fiduciary for our valued clients. Although our recommendations need to be suitable for your situation, we are held to a higher standard and must act in your best interest.

Objectivity

We bring an independent perspective to help avoid emotionally driven financial decisions.

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Partnership

We work collectively with you, not just for you.

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Transparency

We always provide clarity regarding our costs and are typically not compensated by commissions but instead charge a fee for our services. We strive to remove any conflicts of interest and provide the best advice possible, regardless of compensation.

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Independence

We are not owned by any other entity and seek to implement the best possible solutions for our clients.

Accountability

We will help you follow through on your financial plan, decisions, and commitments.

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Proactivity

We help you anticipate and prepare for the evolution of your financial plan, including unanticipated transitions.

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Education

We are responsible for finding the strategies and insight you need to help your financial plan succeed.

Your Dedicated Advisor

Schaefer Wealth Management is an independent financial advisory firm serving clients since 1989. Through our partnership with you, our team delivers comprehensive financial planning, holistic investment management, and retirement income strategies. We are dedicated to you every step of the way, providing financial clarity and solutions designed around your priorities and goals.

Start your Journey!

"We know Dwight Schaefer, Schaefer Wealth Management, to be a professional, knowledgeable and trustworthy Financial Advisor. Over our past ten plus years of working with him, he has helped us establish a sound financial plan that is tailored to our needs.

Dwight along with his son, Cole, always keep us up to date on how we are progressing and make suggestions to us as needed. Their financial approach and strategy have certainly benefitted us. They both take the time to explain everything in detail and always follow up with an email. With their support and knowledge, we are confident in our retirement.

If you are looking for honesty, integrity and hard work, then give them a call."

—Bob & Debbie

"My husband and I have been clients of Dwight Schaefer for over twenty years. Dwight, Robin, and Cole have expertly managed our investment portfolios. We highly recommend them for your financial needs. "

— Mary Ann & Tim

"Dwight at Schaefer Wealth Management has been Advising me and my wife on investing, saving, and planning for retirement for 25 years. Dwight and his staff are always knowledgeable and expedient. They are always available and helpful. Over the 25 years they have become more than advisers. They are trusted friends. "

— Billy & Sydd

"We have been clients ofDwight Schaefer since 2000. Early on, he assisted us with completing FAFSA forms, and strategized funding for college for two of our children. Over the years, Dwight met with us regularly and offered sound financial advice. He has helped us plan for both of our retirements. Always easy to talk to and clearly knowledgeable in his profession, we have felt comfortable and pleased with his guidance. We have never hesitated in referring his business, SCHAEFER WEALTH MANAGEMENT, to our friends and family."

— Charlie & Connie

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials. This should not be construed as an endorsement of Schaefer Wealth Management, as every investor’s experience is different.