Skip to Main Content
Charles Schaeffer, Financial Advisor

FINANCIAL ADVISOR
Charles Schaeffer

CFP®, CEPA®, AAMS™, CRPC™
131 W 2nd Street, Byron, IL 61010opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Architects and Engineers
  • Charitable Giving

About Charles

Losing my mother while I was still a young child taught me the importance of life insurance. Watching my grandparents struggle financially in retirement taught me the importance of planning for retirement. These circumstances led me to decide that my purpose in this life is to help others plan ahead in hopes that they don't have those same financial burdens themselves or see them passed along to their family.

I am a CERTIFIED FINANCIAL PLANNER® professional. I have put in countless hours inside and outside of the office to master my craft, so I may help my clients in every...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Western Governors UniversityMaster of Business Admin

Personal Interests

  • Football
  • Traveling
  • History and Museums
  • Baseball
  • Hiking

Team Members

  • Mary Hilliard
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(815) 234-7040

Fax

(866) 238-6095

Office Address

131 W 2nd Street
Byron, IL 61010opens in a new window

Mailing address

P O Box 366
Byron, IL 61010

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More