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.

08/14/2026

Financing a child’s college education doesn’t have to fall solely on parents’ shoulders. Here’s how families can work together across generations to turn a significant expense into a strategic opportunity.

08/05/2026

Last week we said goodbye to our Wealth Management Intern, Nate Kennedy! He's heading back to Elon University to wrap up his senior year. He brought fresh energy to our team and we'll miss having him around.

Over the summer, Nate worked alongside our advisors to assist with creating wealth plans, analyzing market data and investment portfolios, and leveraging AI to boost team efficiency. We're grateful for his contributions and excited about his future. Thanks for a great summer, Nate! And good luck with your final year of college.

07/27/2026

Our team has had a busy summer so far and we want to make sure we highlight an exciting milestone for our Client Associate, Russell!

Congratulations to Russell and his beautiful bride, Sophie. They were married on May 23rd, 2026 at the gorgeous Marikle Chapel at Notre Dame followed by a reception at The Evergreen. It was a day to remember. We're so happy for you both!

07/24/2026

Melissa returned to the office this week after welcoming the newest addition to her family, Julian. She plays a key role in our client onboarding and marketing efforts and she's excited to continue delivering the personalized and professional support our clients expect from us. Welcome back, Melissa!

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.

Address

128 N Bond Street Suite 501
Baltimore, MD
21014

Telephone

+14103185096

Website

https://us.rbcwealthmanagement.com/shaefferwealthadvisorygroup

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