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.”

Location
Maryland New Jersey Pennsylvania 
Contact
Education Awards Recognition
B.S Economics from Arizona State University
B.S Finance from Arizona State University
CERTIFIED FINANCIAL PLANNER®
Hometown
Gilbert, Arizona
Alma Mater
Arizona State University
Favorite Philanthropy
Alzheimer's Association; QuestBridge
Interests
Completing the North Forest Canoe Trail; Amateur historian; Adventures with family
Favorite Greenspring Value
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

Tax Implications of Divorce

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Plan Sponsor Newsletter: Retirement Leadership Insights Q1 2025

Keep your retirement plan running smoothly with Retirement Leadership Insights from Greenspring Advisors. Explore auto-enrollment, committee roles, and plan optimization tips.
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Tax Implications for Widows and Widowers

The loss of a spouse has been described to me by clients as “all-encompassing grief” and “an indescribable emotional, physical, and mental fatigue.” For those who have experienced a significant loss recently, the burden of financial decision-making may feel like a weight added to an already heavy load.
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