A senior couple enjoying a quality time together with wine and music by the water

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Our clients praise us for our ability to listen to their concerns, learn about their goals and dreams, and lead them through challenge and change.

- Roger Shaffer

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Our Commitment

We work for you. You are our employers. As independent advisors, we are your financial advocates through every financial decision. Information and education is an infinite part of our process, and communication will ultimately determine the success of our relationship together.

At Shaffer Wealth Management, we know what truly matters

A trip of a lifetime with your grandchildren.
Comfortably paying for the top college to which your child is proud to have been accepted.
Enjoying the benefits of creating something of value.
Peace of mind because your financial life is in order.

Fiduciary Duty

As independent fiduciaries, Shaffer Wealth Management has a legal obligation to avoid conflicts of interest and act with an undivided loyalty in the best interests of our clients. We are committed to upholding our fiduciary responsibilities and practices while focusing on the financial objectives, values and legacies our clients wish to fulfill. Our practices are held to the industry’s highest standards.

Working With Us

We view our relationship as a partnership. We work with you to customize solutions through a consultative approach to your financial life. You can count on us to have an honest conversation and present a thoughtful point of view.

Our Goal

We may not be able to control the markets or the financial environment, but we can control our high level of service and attentiveness to you. We seek to consistently exceed your expectations.

We are your trusted advisor.

Awards & Accolades

Forbes Best-In-State Wealth Advisors

2018, 2019 & 2020

Roger Shaffer

Each state's list—determined by SHOOK Research—is based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, community involvement, client retention data, and revenue trends. To be considered, advisors must have a minimum of seven years' experience. The criteria do not include portfolio performance, due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Learn More About Shaffer Wealth Management

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6210 Avalon Blvd
Alpharetta, GA 30009

Office: (678) 771-6100
Fax: (678) 669-2490
Toll Free: (800) 608-7680

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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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