Awards & Recognition

Helping People and Companies Thrive Through Empowered Financial Solutions

Through the years, Shepherd Financial team members have been identified by various organizations for their outstanding service and commitment to the industry. We believe our team’s depth of knowledge and experience are second to none.

Awards are not indicative of future performance, and working with an award winner is no guarantee of future investment success. Individuals should conduct their own evaluation. For complete disclosure information, please visit our disclosure page.

Retirement Plan Adviser of the Year Winner:
Plan Sponsor Service

PLANADVISER
2025

The 2024 Annual RIA Intel Retirement Plan Advisor of the Year Award

RIA Intel
June 5, 2024

Retirement Plan Adviser of the Year Finalist:
Plan Sponsor Service

PLANADVISER
2023, 2024

Top Retirement Plan Advisors Under 40

National Association of Plan Advisors
2014, 2016, 2017, 2021, 2022, 2023

Top 401 Retirement Advisors

National Association of Plan Advisors
2017 - 2024

Five Star Professional award

Five Star Professional
Top Wealth Managers
in Indianapolis

Indianapolis Monthly
2012, 2013, 2014, 2015, 2016, 2017, 2019, 2020, 2021, 2022

PLANADVISER Top 100 Retirement Plan Advisers 2021

Top 100
Retirement Plan Advisers

PLANADVISER
2016, 2018, 2019, 2020, 2021

Financial Times award

Top 401 Retirement Advisors

Financial Times
2015, 2016, 2017, 2019, 2020

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