Marcus Schafer, CFP­®, MBA

Director of Growth

Experience & Expertise

Marcus serves as Director of Growth at Greenspring Advisors. He joined the firm after more than a decade at Dimensional Fund Advisors, a global asset manager known for applying financial science to investment markets. During his time there, he assisted investment allocators in constructing portfolios and building sustainable businesses. He also led investor education efforts aimed at translating financial theory into practical application. He helped investors discern which actions to take and which to avoid based on evidence rather than narratives driven by media and market noise.

Get Better Acquainted With Marcus

Favorite Thing About Working With Clients

“Our clients have already achieved so much, and as a result, I learn a great deal from their life experiences. I’m here to help them navigate what’s next and bring their remaining dreams to life.”

My Philosophy On Client Service

“TBA: Take the Beautiful Action. Do what’s right, right now, the right way. That’s how trust is built.”

Maryland 
B.S. Economics from Arizona State University
B.S Finance from Arizona State University
CERTIFIED FINANCIAL PLANNER®
MBA from University of Chicago
Gilbert, Arizona
University of Chicago, Booth School of Business
Alzheimer's Association
QuestBridge
Completing the North Forest Canoe Trail
Amateur historian
Adventures with family
Trust the Evidence
What I Love About Greenspring

“We truly live our core values every day. They’re not just words on a wall. They guide our actions and define how we show up for each other, our clients, and our community.”

Recent Insights

Disability Insurance for Self-Employed Individuals: A Guide

Many solopreneurs find it difficult to care for themselves while building and scaling their businesses. The stakes are high, and the risk of failure is ever-present. Mentally, it can be challenging to even consider giving up or doing anything else.

3 Practical Ways to Strengthen Your Fiduciary Process

Learn 3 practical ways to strengthen your fiduciary process, including following your IPS, documenting decisions, and benchmarking your 401(k) plan regularly.

5 ERISA Fiduciary Duties Made Simple

Learn the 5 ERISA fiduciary duties every plan sponsor should understand, including loyalty, prudence, diversification, plan document compliance, and fee oversight.