Bryon started with The Shaeffer Wealth Advisory Group in 1997 and is a Managing Director and Financial Advisor working directly with high net worth families, retirement plans, and managing the growth and dividend portfolios for the team. For over 20 years, he’s been focused on his attention to the client experience and the level of service that we aim to provide our multigenerational families, businesses, and new and life-long clients. Pete, our founder, has instilled in him the idea that clients come first no matter what the situation and it’s become a foundation in how we run our business today.
When it comes to working with families, Bryon gets to know their goals and aspirations to develop a customized, long-term plan that includes wealth accumulation, distribution, tax, and estate planning strategies. Along the way, he helps adjust the plan as life happens. He helps give his clients peace of mind knowing that their assets will provide for their lifetime and describes seeing his clients reach their life goals as the most rewarding parts of his job.
Bryon also specializes in retirement plans and offers retirement plan services for private companies and nonprofit organizations. He’s received his Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors, a credential developed by some of the nation’s leading advisors and retirement plan experts that demonstrates knowledge, expertise, and commitment to working with retirement plans.
Bryon received his Bachelors of Arts in Economics from the University of Maryland Baltimore County and his Master in Business with an emphasis on Corporate Finance from Loyola University of Maryland’s Sellinger School of Business.
Bryon resides in Forest Hill with his wife Erica and three children. In his free time he enjoys playing soccer with his kids, golfing, trips to wine country, and walking his favorite dog Axle.
