Company Overview
We believe our clients’ financial wellness, security, and growth deserve the utmost dedication, knowledgeable advice, and personal attention from a team of trusted advisors. We understand each client has unique goals and objectives, and we tailor our process to exceed your expectations. We utilize customized tools and resources to help instill confidence. As an independent wealth advisory firm, it is our advisors’ mission to partner with you and help make wise decisions in line with your financial priorities, helping to maximize the potential for a successful outcome.
Corporate Retirement Plans

Corporate Retirement Plans

Wealth Management

Wealth Management

Business Planning

Business Planning

Insurance Solutions

Insurance Solutions

From The Blog
  • After attending a recent conference and thinking about the company culture we’re striving to build at Shepherd Financial, this quote from Richard Bran

  • The concept of corporate social responsibility (CSR) has been making waves, urging corporations to be – as you may have guessed – socially responsible

  • Every group has its own lingo. When football coaches speak about designing receiver slants, hitting the A-gap, or running stunts, players quickly unde

  • As discussed in last month’s blog, employers must rethink the formation of corporate benefits packages to better attract and retain high-quality emplo