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

401(k) Plan Administration Best Practices Checklist

Stay organized with this 401(k) Plan Administration Checklist. Review payroll, compliance, fiduciary, filing, and ongoing retirement plan responsibilities to help strengthen plan administration.

Elections and Investing: Why Long-Term Discipline Matters

A total of 435 seats in the U.S. House of Representatives and 35 out of 100 seats in the U.S. Senate will be up for grabs, not to mention numerous state and local elections that will determine who controls the chambers of Congress in states across the country.

Fiduciary Foundations: Q3 2026 Plan Sponsor Newsletter

Many plan sponsors have good intentions, but without a clear process, it can be hard to show how decisions have been made. A well-documented and repeatable approach can make a meaningful difference when it comes to fiduciary governance.