HELPING PEOPLE AND COMPANIES THRIVE
THROUGH EMPOWERED FINANCIAL SOLUTIONS

ABOUT US

Who We Are

We utilize a thorough and highly efficient team approach to retirement plan consulting and wealth management. While we are proud of the work we do, we believe it is our team structure and environment that we believe set us apart in this industry.

Meet Our Team

SHEPHERD FINANCIAL Highlights

2015

Founded

$3.5 BILLION

assets under management

Contact us

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