Our Mission

To assist our clients in making their hard-earned money last through retirement, leaving them free to spend time on the things that matter most.

“What matters most to you”

– Kevin M. Schaefer CFP®

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Meet Kevin

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An Arizona Native, Kevin flew the nest after High School and joined the U.S. Army. After proudly serving in Germany as an MP, Kevin returned home to Arizona where he interned with Arizona State Government and completed his degree from Arizona State University. A Successful career of many years as a real estate investor fostered a growing interest in “the financial side of things.”  

Returning to ASU, Kevin attended the School of Global Management and Leadership, earning the CERTIFIED FINANCIAL PLANNER® certificate, which places him amongst the top tier of financial professionals in America. 

Establishing Spirit West Advisors,LLC as a SEC Registered Investment Advisor Firm enables Kevin to offer his clients the full range of investment options.

When not working, Kevin spends his free time with his wife Amelia and three children traveling, surfing, and enjoying the great outdoors.

Learn more about the CFP® certificate here.

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Financial planning

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investment management

Our Values

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  • We value time spent with family, and our clients know they can rely on Spirit West Advisors through every stage of life.

  • We strive to establish meaningful in-person relationships with our clients.  Our goal is to make our clients feel welcome and comfortable when they visit our offices.

  • Our financial planning process takes into consideration the unique circumstances, values, and lifestyle goals of each client and we do not use an algorithm or AI to suggest financial direction.

  • No Robo advising or out-sourced client services here. Our friendly staff are waiting to personally assist you from two local and convenient Arizona locations. The way it should be.

  • We work hard for our clients! Making sure that every aspect of financial planning and retirement is carefully considered and accounted for is our job.  As fiduciaries, we follow a process that puts your best interest first.

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