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 New Jersey Pennsylvania 
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

Is Your Retirement Plan Ready for Today’s Cybersecurity Threats?

Learn why cybersecurity is a fiduciary responsibility for retirement plan sponsors. Discover practical steps to help protect participant data and support compliance.

How We Can Achieve 100% “Strongly Agree”!

In a world where bad news seems to overwhelm us, I have some good news to report! The Charles Schwab Women Investors Survey 2025 revealed that 90% of the surveyed women felt they were on track to achieve their financial goals. Considering the many hurdles women face professionally (pay inequality, career pauses for caregiving) and financially (limited financial role models, student debt), this is remarkable progress!

The Most Powerful Questions to Ask A Financial Advisor (for High Net Worth Investors)

The relationship with your financial advisor should be one of transparency and trust. These questions are not just information-gathering tools — they are conversation starters that reveal your advisor’s thought process, values, and ability to address your unique financial goals.