The Shaeffer Wealth Advisory Group at RBC Wealth Management

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The Shaeffer Wealth Advisory Group at RBC Wealth Management

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Non-U.S. For non-U.S.

With over four decades of trusted guidance, The Shaeffer Wealth Advisory Group empowers clients to achieve their ultimate goals through personalized wealth management planning and innovative strategies. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed b

y, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. Residents
This website has been published in the United States and is intended to provide information and documents in compliance with applicable United States laws and regulations. residents or citizens, RBC Capital Markets, LLC may not be licensed in your jurisdiction, and the contents of this website are not a solicitation or advertisement in your jurisdiction.

06/02/2026

It's official! The RBC Bel Air office is open and our move is complete. Please note our new address.

04/24/2026

We're honored to share that Bryon Epple and John Sutton have both been named to the 2026 Forbes Best-in-State Wealth Advisors list.

The 2026 Forbes “Best-In-State Wealth Advisors” award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor’s best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

03/25/2026

We are proud to share that Bryon Epple has been named to Barron's 2026 Top 1,500 Financial Advisors list. This recognition reflects the consistency, care, and commitment he brings to the team and our clients. Please join us in congratulating Bryon on this well deserved honor.

02/10/2026

*Team Update*

We're excited to announce that our marketing associate, Melissa McGill, will be going on maternity leave soon! As Melissa welcomes a new addition to her family, we are pleased to introduce Georgia Sakry who will step in to support our team and help ensure that our clients continue to receive outstanding service and support.

We look forward to Melissa's return later this summer. Please join us in congratulating Melissa and welcoming Georgia to the team!

01/12/2026

Big news! The Shaeffer Wealth Advisory Group has been honored as a Forbes Best In State Wealth Management Team for the fourth year running! This achievement highlights our commitment to fostering collaboration, integrity, and excellence in every client relationship. Thanks to everyone who has supported us along the way and specifically to our clients - we wouldn't be here without your trust and loyalty.

01/05/2026

The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your beneficiary designations so they match your intentions. Our team is here to help ensure your accounts stay aligned with your overall plan for the future.

We review this information at least annually with our clients - call our office to schedule a time to meet if you wish to discuss your beneficiary designations and portfolios.

12/12/2025

The team got together last night for our annual holiday. Filled with laughter, delicious food, and great conversations, it was a night of gratitude and celebration as we reflected on the year's successes and looked forward to the new year ahead. Wishing all a joyful holiday season filled with warmth and cheer.

10/17/2025

Our new home went up FAST! And our branch finally got to check out the space. Walking up the steps to see the sign for where our office will be located was surreal, especially after only seeing it on paper. The view of downtown Bel Air from where we'll be located on the top floor is stunning and we're so excited to see how the developers bring the interior to life.

We were sharing photos after the walkthrough and Russell, our client associate, had a picture of just the floor. He said, "that's where my desk will be!" We truly can't wait to move in. Stay tuned for more updates as the developers keep construction moving along!

10/10/2025

We are PROUD sponsors of the Chaney Cares Bull Roast, raising money for their non-profit partners - Habitat for Humanity, Boys & Girls Club, Farming4Hunger, and Raising a Reader. We especially love to highlight that Chaney Cares is spearheading the construction of a brand new Boys & Girls club in Lothian, now in its final stages of the design process.

The philanthropic side of Chaney Enterprises, Chaney Cares is passionate about their community involvement and supporting local youth - and we love supporting their mission. Thank you to the team there for allowing us to be involved!

10/09/2025

Matt and Jamie are back from their honeymoon in Italy! They had the opportunity to see so many sides of the country – from natural hot springs to the Colosseum and the Amalfi coast. Matt’s favorite part? Their time on the water and all of the food. Welcome back, Matt and Jamie! We can’t wait to hear more about your amazing trip.

Address

2800 Quarry Lake Drive, Suite 260
Baltimore, MD
21209

Telephone

+14103185096

Website

https://us.rbcwealthmanagement.com/shaefferwealthadvisorygroup

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