Ed Shaffer - Eastport Financial Group

Ed Shaffer - Eastport Financial Group Managing Partner - Senior Wealth Advisor

Financial Advisor, Young & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC


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There's a conversation I've had several times that never gets easier.A successful person or business owner, executive, s...
06/01/2026

There's a conversation I've had several times that never gets easier.

A successful person or business owner, executive, someone who has built something real sits across from me. Financially, they have everything in order.

And then they say something like: "I just feel like there should be more to this."

Not more money. More meaning.

They're not depressed. They're not ungrateful. They're just honest enough to admit that accumulating wealth hasn't answered the question underneath the wealth.

What is this actually for?

I'm excited about this industry because I believe that question deserves a real answer. Not a product. Not a portfolio reallocation. An honest conversation about stewardship, purpose, and what it means to be faithful with what you've been given.

That's what we built Eastport Financial to do.

If you've ever sat with that question and wished your advisor would go there with you, I'd love to talk.

— Ed Shaffer, CFP®, CKA® | Partner, Eastport Financial, LLC

Here's a number I think about a lot: 90%.That's the percentage of family wealth that research shows is gone by the third...
05/29/2026

Here's a number I think about a lot: 90%.

That's the percentage of family wealth that research shows is gone by the third generation.

Not because the family didn't love each other. Not because they made terrible investments. But because nobody did the hard work of connecting the wealth to something worth passing on — a set of values, a shared sense of purpose, a framework for what it means to steward what you've been given.

Money without that framework doesn't tend to survive the handoff.

The families who beat that statistic aren't necessarily the ones with the best advisors or the most sophisticated estate plans. They're the ones who were willing to have the hard conversations — about money, about purpose, about legacy — before it was too late.

That's the conversation we're here to help you have.

— Ed Shaffer, CFP®, CKA® | Partner, Eastport Financial

Can I be honest with you about something?Most financial planning conversations never get to the thing that actually matt...
05/27/2026

Can I be honest with you about something?

Most financial planning conversations never get to the thing that actually matters.

We talk about rates of return. We talk about tax efficiency. We talk about asset allocation. All of it is real and important.

But here's what I've found in years of working with high-net-worth families: the question underneath all of it, the one that's driving the 2am anxiety, is almost never about the numbers.

It's: Is this what my wealth is actually for?

That question doesn't live on a spreadsheet. But until you answer it, everything else is just math.

We built Eastport to be a place where that question is welcome. Where we go there and stay there with the families we serve.

Does that resonate with you? Drop a comment or send me a message. I'd love to hear where you are with that question.

— Ed Shaffer, CFP®, CKA®

Something we see all the time — and nobody talks about it.Financially, everything looks right. The accounts are funded. ...
05/25/2026

Something we see all the time — and nobody talks about it.

Financially, everything looks right. The accounts are funded. The will is done. The kids are taken care of on paper.

But the person sitting across from us is restless. Not because something went wrong — but because success didn't answer the question underneath the question.

What is all of this actually for?

That's not a financial planning question. But it might be the most important financial question you ever answer.

We built Eastport to be a place where that conversation is welcome. Where we don't just manage your wealth — we help you figure out what it's for.

If that resonates with you, we'd love to connect.

— Ed Shaffer, CFP®, CKA® | Partner, Eastport Financial

Ever feel like the weight of financial management is holding you back from enjoying life's simple pleasures? Our customi...
05/15/2026

Ever feel like the weight of financial management is holding you back from enjoying life's simple pleasures? Our customized financial planning service is here to lift that burden, giving you more time to savor the moments that truly matter.

Relaxation and financial freedom can go hand in hand. With our Delegated Financial Management service, you can trust the...
05/15/2026

Relaxation and financial freedom can go hand in hand. With our Delegated Financial Management service, you can trust the experts to handle your financial intricacies while you focus on enjoying life's finer moments.

Transforming high income into legacy wealth requires a thoughtful strategy. Our Wealth Acceleration program guides high-...
05/15/2026

Transforming high income into legacy wealth requires a thoughtful strategy. Our Wealth Acceleration program guides high-income families not just to manage their earnings, but to build a foundation for future generations.

What does living aligned with your values look like in terms of your financial journey? At Eastport Financial, our Value...
05/15/2026

What does living aligned with your values look like in terms of your financial journey? At Eastport Financial, our Values-Based Investing strategy ensures your investments not only grow but also reflect your personal ethics, creating a meaningful impact.

Planning for the future isn't just about numbers. It's about aligning your wealth with your values and aspirations. With...
05/14/2026

Planning for the future isn't just about numbers. It's about aligning your wealth with your values and aspirations. With our Values-Based Investing service, we're here to ensure your financial journey reflects who you are and what you stand for.

Thinking about how to transform your strong earnings into lasting wealth? Our Wealth Acceleration program turns ambition...
04/28/2026

Thinking about how to transform your strong earnings into lasting wealth? Our Wealth Acceleration program turns ambition into impact, preparing you for a secure future and beyond. Ready to accelerate your wealth journey?

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29464

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