How can we help you?

Our team offers comprehensive financial planning and discretionary portfolio management.

We serve families and business owners with complex needs in all stages of life. 

We're able to deliver personalized service while leveraging the resources of a global bank to support our clients as they build and preserve wealth, transition to retirement, and distribute assets to the people and causes that matter most to them.

To begin a conversation, contact us and schedule an appointment today.

Proud to work with a nationally recognized teammate

At The Schaefer Group, we are very proud that Financial Advisor Diane Schaefer was named a Financial Times Top 400 advisor in 2020, a Forbes Best-In-State Wealth Advisor in 2022 and 2023 and a Forbes Top Women Wealth Advisor Best-in-State in 2021, 2022, 2023, and 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Diane!

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Latest Insights

Thanksgiving table setting

The benefits of a financial chat over the holidays

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

Read more

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Contact

The Schaefer Group

202-661-9517
diane.schaefer@rbc.com

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields