Shaffer Wealth Advisors at Janney Montgomery Scott LLC

The Shaffer Wealth Advisory Group is an experienced team of certified financial planners dedicated to providing our clients with an unparalleled standard of financial advice and investment management. We look at your entire fiscal position -- past, present, and future -- and help manage every aspect of your financial life from creating a diversified investment plan to providing mobile check depos

its through our apps. We put you, our client, at the center of everything we do. We take the time to get to know you as an individual and as an investor, so that we can understand the motivations behind why and for whom you invest. Together we will develop a strategy unique to your financial situation, goals, and personal risk tolerance. We will help you achieve your personal financial goals through:
Financial Planning: This work serves as the foundation for your portfolio, to help you prepare for the future, preserve, protect and pass along your legacy.

● Education Planning
● Retirement Planning
● Estate Planning
● Charitable/Legacy Planning

Asset / Investment Management: We conduct coordinated reviews of all your investments, including assets held outside of Shaffer Wealth Advisory, so you can understand your overall asset allocation, your exposure to risk, and market fluctuations, and you are empowered to identify any gaps that require attention.
● Investment Management Based on Your Goals
● Portfolio Rebalancing
● Professional Management of Financial Securities
● Investment Manager Oversight and Review
● Ongoing Performance Monitoring and Evaluation
● Insurance / Risk Review