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

Fiduciary Responsibility Depends on These 3 Things

Learn how 401(k) fiduciary responsibility depends on clear accountability, defined responsibilities, and a repeatable decision-making process. Discover fiduciary best practices for stronger plan oversight.

It’s Not About Alternatives: What the New 401(k) Rule Is Really Trying to Fix

At a recent conference, our team heard directly from Daniel Aronowitz, Assistant Secretary of Labor and head of the Employee Benefits Security Administration (EBSA).

Mom, Dad – We Need to Talk. Aging Parents and Financial Planning Considerations

You probably don’t want to think about your parents getting older, so like many people, you’ve likely put off addressing their growing needs. After all, mom and dad are fine today, so why worry? Until the day they’re not fine. And when “not fine” arrives, it often comes without warning.