H. James Smith, III

Senior Vice President - Financial Advisor

410-318-5090

John H. Sutton, AWM

Managing Director - Financial Advisor, Senior Consulting Group

410-318-5095
Email |

Bryon P. Epple, CPFA®, MBA

Managing Director - Financial Advisor, Senior Consulting Group

410-318-5093
Email |

Daniel A. Petro, CFP®, CPFA®

Financial Advisor

410-318-5086
Email |

Matthew A. Citrano, APP, CFP®

Senior Investment Associate

410-318-5084

Melissa A. McGill

Associate, Marketing

410-318-5092

Brooke Myers

Client Associate

410-318-5087

Providing customized advice and unparalleled service

 
The Shaeffer Wealth Advisory Group has been working as a team of financial professionals since 1982. The group is dedicated to high standards of ethical and professional excellence. Focusing on the objective of providing superior investment advice and unparalleled service, the group has concentrated on the active management of personal, professional, and retirement accounts. With more than $2 billion under management, the group has devoted itself to addressing the individual financial needs and objectives of each client. More than 100 years of combined investment experience makes The Shaeffer Wealth Advisory Group uniquely prepared to assume the role of trusted and dedicated investment advisor.
 
Through the vast resources of RBC Wealth Management, The Shaeffer Wealth Advisory Group has access to professionals in financial, retirement, and estate planning services, equity research, and fee-based portfolio management.

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