With the right plan in place, you can concentrate on living your life, not worrying about it. Our financial planning team works closely with you to understand your current situation and your ambitions. We’ll plot the roadmap for your individual needs and create the Living Plan together that guides you towards your goals.
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By Your Side Every Step of the Way
Your life is ever-evolving and so are your financial needs. We are your committed partner for navigating financial change throughout your life. Our personalized and impactful wealth management solutions guide you through all of your life’s transitions with confidence.
A customized wealth management strategy built around you and your life, no matter what comes along.
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Financial Planning
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Investment Management
Your world is dynamic, and so, too, should be your investment strategy. We have developed an in-house research process to align your portfolio with your goals and Living Plan. Your Shepherd investment team is dedicated to managing your savings with a philosophy centered around risk management.
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Institutional Services
You have worked hard to build your business and now it is time to address your fiduciary commitments. Shepherd Financial Partners is dedicated to creating comprehensive retirement plan solutions for 401k and pension clients and their plan participants, allowing you to implement the right plan without taking your focus off of your business.
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Sustainable Investing
No one wants to sacrifice performance or price when choosing investments, yet aligning your values to the companies you invest in is important to you. There is a reason that sustainable investing, or Socially Responsible Investing (SRI), is gaining popularity. Through employing a SRI, or Environmental, Social & Governance (ESG) strategy, investors at all levels are able to pursue their goals while reflecting their values in their portfolio.
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The Right Team Makes All the Difference.
Our clients’ needs go beyond portfolio advice – they want ongoing, relevant financial counsel, comprehensive wealth management, and a long-lasting, trustworthy relationship to be relied on at any time about any financial situation. We’re that partner.