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 Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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Driving toward the horizon

The importance of focusing on time horizon

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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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

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