Client Experience
The experienced investment professionals at Shepherd Financial Partners offer a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations.
We partner with our clients for life and navigate each milestone by your side.
Financial Planning
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.
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.
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.
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.
Young Professionals Experience
Independently navigating finances can be intimidating, especially if you are a recent college graduate or early in your career. We are here to help. At Shepherd Financial Partners, we believe in the value of starting a Living Plan early to get a head start on achieving the life you want. The earlier you start, the more options and opportunities you will have.