Edward Jones - Financial Advisor: Nicholas Schafer

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Edward Jones - Financial Advisor: Nicholas Schafer I work with goal-oriented individuals with more complex needs, looking for ongoing accountability.

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Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/17/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/15/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4dCdRZ9

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4e4zzFa

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s...
10/10/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

This week included World Financial Planning Day.My son was kind enough to share his financial plan with me.After a thoro...
10/09/2026

This week included World Financial Planning Day.

My son was kind enough to share his financial plan with me.

After a thorough review, I've concluded the recommendations are unclear, the timeline is unrealistic, and the compliance department may have some questions.🤣

My 3-year-old's whiteboard drawing may not be a roadmap just yet, but it reminds me that every goal starts somewhere.

Wishing everyone a great weekend and continued progress toward the goals that matter most.

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to d...
10/06/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4AQjc96

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

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1113 Clifty Drive
Madison, IN
47250

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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+18122731013

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