• Retirement planning seminar. Berwyn, PA. Ellis Investment Partners, LLC.

    Free Seminar: Navigating Retirement

    Date: Tuesday, April 22nd

    Time: 6:00 p.m. – 7:30 p.m.

    Place: 100 Berwyn Park Rd, Berwyn, PA 19312

    Click Here to RSVP
  • Family and friends enjoying dinner outdoors with food and string lights.

    Retire with peace of mind

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  • Night scene with illuminated tent in a dark mountain landscape, cloudy sky, snow-capped peaks in the background.

    Retirement Planning

    Optimize your retirement with our financial planning strategies.

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    Investment Management

    Investment strategies tailored to meet your needs in retirement.

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  • Retirement blog. Retirement planning information, insights, and tips from financial planner Drew Schaffer, CFP® with Ellis Investment Partners, LLC.

    Retirement Blog

    Read about information, insights, and tips related to navigating retirement.

    Read here
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Investment Management & Retirement Planning

Secure your future with expertise and thoughtful strategy. Our personalized investment and retirement planning services are designed to help you achieve financial peace of mind and navigate towards a comfortable, sustainable retirement. Experience the highest level of care and precision in every step of your retirement journey.

Financial Planner and Portfolio Consultant, Drew Schaffer, CFP®, with Ellis Investment Partners, LLC.
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Drew Schaffer, CFP®

Drew Schaffer is a CERTIFIED FINANCIAL PLANNER™ with Ellis Investment Partners, LLC who specializes in helping people transition into and throughout retirement. He primarily helps his clients with retirement planning and investment management.

Ellis Investment Partners, LLC is a Registered Investment Advisor (RIA) and Wealth Management firm located in Berwyn, PA. They have been helping clients with investment management and financial planning services since 2012.

Drew Schaffer, CFP® is an Investment Advisor Representative of Ellis Investment Partners, LLC. Prior to joining Ellis Investment Partners, LLC in 2021, Drew was a Financial Advisor at Vanguard, overseeing 200+ households’ investments and financial planning needs.

Ellis Investment Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Ellis Investment Partners, LLC only transacts business in jurisdictions in which it is properly registered or exempt from registration. A copy of Ellis Investment Partners, LLC’s disclosure brochure, which discusses the firm’s business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov or by contacting the firm.

For more information on Ellis Investment Partners, LLC, please read our Form CRS.