Marcus Schafer, CFP­®, MBA

Director of Growth

Experience & Expertise

Marcus joined Greenspring Advisors in 2024 as our Director of Growth. He previously spent over a decade at Dimensional Fund Advisors, a global asset manager, helping investment allocators construct portfolios and build sustainable businesses.

Get Better Acquainted With Marcus

Favorite Thing About Working With Clients

“Learning from your life experience and helping you achieve your remaining dreams.”

My Philosophy On Client Service

“TBA. Take the beautiful action. The hard choice in the moment is the right choice.”

Maryland New Jersey Pennsylvania 
B.S. Economics from Arizona State University
B.S Finance from Arizona State University
CERTIFIED FINANCIAL PLANNER®
MBA
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 aren't just words but actually actions that we take.

Recent Insights

Plan Sponsor Newsletter: Employee Benefits Trends

Stay ahead of Employee Benefits Trends in the DC Metro Area. Learn how companies are adapting benefits to meet workforce needs and stay competitive.

Employee Benefits to Help Motivate Your Workforce

Enhance workplace satisfaction in the DC Metro Area with employee benefits that attract, retain, and engage top talent. Build a motivated and loyal workforce today!

Understanding Student Loan Matching Programs

Explore the benefits of Student Loan Matching with Greenspring Advisors! Gain insights on how these programs can help employees pay debt & save for retirement.