Our Process

Helping People And Companies Thrive Through Empowered Financial Solutions

Retirement Plan Consulting

The advisors at Shepherd Financial provide independent, unbiased, and objective consulting advice. Our passion is creating retirement-ready employees and responsible plan fiduciaries. We offer proactive leadership, advocacy, and extensive industry experience in the following areas:

  • Employee engagement
  • Fiduciary protection
  • Administrative efficiency
  • Investments
  • Expenses
  • Technology
Retirement Plan Consulting

Wealth Management

Our wealth management process is easy to understand, always accessible, and can help organize your financial world in a whole new way. Our holistic planning process includes:

  • Defining goals
  • Appraising assets
  • Analyzing gaps
  • Presenting strategies
  • Optimizing the plan
  • Monitoring progress
Wealth Management Services

Our Mission Is

Helping People And Companies Thrive Through Empowered Financial Solutions

Our Vision Is

To Grow In A Meaningful Way, Becoming A Nationally Recognized Name As A Trusted Financial Partner And Industry Leader

Our Core Values


We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.


We regularly and generously share our time, knowledge, and money to positively impact the well-being of our clients, community, and one another.


We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.


We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.


We provide consistent service and resources, offering value and accountability to our clients.


We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.
Connect with a
member of our team



$3.5 Billion

Assets Under Management

you are leaving the Shepherd Financial Website

you are leaving the Shepherd Financial Website

Connect with a
Member of Our Team