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Experience • Trust • Commitment

Shepherd Financial Partners has served its clients with these core values for over 20 years. We apply a prudent process to seek to secure and grow your wealth. As your partner, we exercise objectivity and professionalism in reviewing your unique situation and making recommendations. We invest in you by extending a powerful level of our own trust and personal responsibility.

we are proud sponsors of

Proud Sponsors of Angel Flight New England   Proud Sponsors of Bay State Marathon   Proud Sponsors of Bay State Marathon

Mark Shepherd is the Founder of Shepherd Financial Partners and a Registered Principal with LPL Financial. He has assembled a team of professionals who embody the culture of commitment to personal service. Mark began his career as an independent financial advisor…

As an independent, full-service financial consulting firm our sole allegiance is to you, our client. Our independence translates directly to your financial independence as we

Our fee structure is completely transparent: we charge a simple flat fee for our services. Our dedication to your success is highlighted by the complete transparency of our process. Our small team approach allows us to provide you with excellent, individualized service and a deeper understanding of your portfolio.

SHEPHERD FINANCIAL PARTNERS
1004 Main Street
Winchester, MA 01890

Phone: 781.756.1804
Fax: 781.729.4356
Email: mark.shepherd@shepherdfinancialpartners.com

 Special Needs Financial Planning, a division of Shepherd Financial Partners