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Nathan Shaffer Headshot

Nathan M. Shaffer,

WMS®, AAMS® Financial Advisor

As a Financial Advisor at Intellus Advisors, Nathan Shaffer brings a client-first mindset and a genuine passion for helping individuals and families achieve financial clarity and confidence. He takes a personalized approach to planning, crafting strategies that reflect each client’s unique goals, values, and life circumstances.

Nathan believes that financial success goes beyond numbers; it’s about making informed decisions that support the life you want to live. Whether you’re building toward retirement, optimizing your investments, or planning your family’s financial legacy, Nathan is committed to guiding you every step of the way with thoughtful, tailored advice.

Before joining Intellus Advisors, Nathan served as a Financial Planning Consultant at Raymond James, where he specialized in building and implementing customized financial plans for a wide range of clients.

Outside of the office, Nathan enjoys spending time with his wife, Tania, their two children, and their two dogs. He’s an avid home cook, a passionate pickleball player (especially outside the kitchen line), and a dedicated fan of the Philadelphia Eagles.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure

AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.