Navigating advanced financial scenarios demands exceptional care and strategic planning. Since 1988, our team has successfully crafted comprehensive financial plans tailored to each client’s unique goals.

At Shepherd Financial Partners, we understand the implications of managing significant wealth. We take a consultative approach, addressing your intricate needs with care and providing a personal, multifamily office experience.

Our in-house asset management team provides customized portfolios for your needs and risk tolerance. With direct access to our specialists and to a broad diversification of public and private assets, we help you invest with confidence and optimize your wealth.

After diligently building your wealth, having a strategy to avoid excessive taxes is essential. We work alongside CPAs to employ a comprehensive approach to maximize your wealth by minimizing taxes.

Managing multigenerational wealth brings unique challenges. Our team empowers you to safeguard your wealth, ensuring your legacy and wealth transfer intentions are properly addressed as part of your comprehensive financial plan.

With over three decades in the industry, we have extensive experience in offering personalized strategies to facilitate a smooth, optimal transition to retirement

Whether you are implementing retirement and profit-sharing plans or considering a strategic succession strategy, our retirement plan services are tailored towards your organization’s specific needs with personalized guidance at every step.

With a philanthropic spirit and first-hand experience creating and managing foundations, our firm is dedicated to helping nonprofits pursue their financial goals including managing endowments, providing investment oversight, multi-year planning, facilitating stock donations, and establishing foundations.