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
  • Attracting and retaining high quality employees is not a new challenge, but the benefits landscape has changed dramatically in recent years, particula

  • Did the recent 35-day partial government shutdown affect you or someone you know? It’s quite possible, considering it forced 800,000 federal workers t

  • The new year always seems like a great time to overhaul everything in our lives. Why not? It’s a clean slate. A chance for something different. The pe

  • A special year-end note from Leah Hill, Director of Retirement Plan Services at Shepherd Financial: I should preface this by saying I am not at all a