The Shaeffer Wealth Advisory Group at RBC Wealth Management

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The Shaeffer Wealth Advisory Group at RBC Wealth Management

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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.

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.

09/29/2025

Over the course of the last few weeks, we reintroduced our team members, their areas of knowledge, and how they contribute to our mission of helping you achieve your financial goals.

This week, we cap off our series with our final post....

*** Reintroducing...... BRYON EPPLE ***

Bryon started as an intern with The Shaeffer Wealth Advisory Group in 1997 and is now a lead advisor for the team. He works directly with multigenerational high-net-worth families, individuals, and institutional retirement plan clients. What sets Bryon apart is his deep understanding of the intricate balance between wealth management and the psychological factors that influence decision-making. His approach helps empower clients to make informed choices that reflect their aspirations, helping ensure their plans are as much about their lifestyle and legacy as they are about their assets.

Here's a little more about Bryon:

*He's always had an interest in finance and the market. He graduated from UMBC with a degree in economics and received his MBA with a focus on corporate finance.

*Bryon's favorite thing about working in the industry? Getting to know his clients' families.

*Fun fact about Bryon - he's a huge soccer fan!

And that's a wrap! Thank you for following along and getting to know the team. Visit our website to learn more about our team structure and how we work together to champion your wealth and support your aspirations. www.shaefferwealthadvisorygroup.com

09/22/2025

Over the next few weeks, we'll be reintroducing our team members, their areas of knowledge, and how they contribute to our mission of helping you achieve your financial goals.

*** Reintroducing...... MELISSA MCGILL ***

Melissa is our team’s Marketing Associate. While Russell handles operational support to existing clients, Melissa works with the advisors to provide a seamless onboarding experience for new clients. She handles RBC Wealth Management Online questions, our team’s communications, events and marketing, and assists with transferring assets. Melissa and Russell work together to answer your administrative requests and questions promptly.

Here's a little bit about Melissa:

*Melissa went to Salisbury University where she studied communications and marketing. She spent the next few years post-grad in different sales roles and eventually switched gears to wealth management, joining The Shaeffer Wealth Advisory Group in 2020.

*Her favorite thing about the industry is getting to share content that resonates with our clients. For Melissa, hearing that a client shared our resources with their friends and family is a huge compliment.

*Fun fact: Melissa was a cheerleader at her high school – now she cheers on our team and our clients!

*Best piece of advice she’s ever received? Max out your retirement plan contributions, if you’re able to.

*A bucket list item that Melissa is excited to accomplish is seeing Taylor Swift in concert again!

Reach out to Melissa if you need to make updates to your contact information, have questions about RBC Online Access, or are looking for assistance with account transfer status or retirement plan distributions.

Address

2800 Quarry Lake Drive, Suite 260
Baltimore, MD
21209

Telephone

+14103185096

Website

https://us.rbcwealthmanagement.com/shaefferwealthadvisorygroup

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