Recognition

Through the years, the professionals of Shepherd Financial have been identified by various organizations for their outstanding service and commitment to the industry. The depth of knowledge and expertise of all team members is second to none.

The awards listed below are not indicative of future performance. Working with an advisor or wealth manager who has received an award is no guarantee of future investment success. For complete disclosure information, please visit https://www.shepherdfin.com/disclosures

Top 100 Retirement Plan Advisers (2019, 2018, 2016) – PLANADVISER

Top DC Advisor Firms (2017, 2018) – National Association of Plan Advisors

Retirement Plan Adviser of the Year Finalist (2017) – PLANSPONSOR

Top 50 Plan Advisors Under 40 (2016, 2014) – National Association of Plan Advisors

Top 401(k) Retirement Advisors (2017, 2015) – Financial Times

Top Independent Next Generation Advisors (2014) – WealthManagement.com

Top 300 Advisors in Defined Contribution Plans (2011, 2010) – 401k Wire

Five Star Professional Top Wealth Managers in Indianapolis (2010 – 2017) – Indianapolis Monthly