Shepherd Financial Partners | Experience. Trust. Commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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Welcome to

Shepherd Financial Partners

Family Wealth Management

Your priorities are our focus. The valuable expertise, uncommon insight, and fiercely independent perspective we offer are personalized to help you accomplish the goals that matter most to you.

Together we construct your financial strategy defining your living plan.

The Shepherd Living Plan is your personal and adaptive planning tool mapping out your financial and life goals.

START YOUR LIVING PLAN NOW

Connect with an advisor at Shepherd.

CONNECT NOW

Our in-house investment management group builds your personalized portfolio.

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.

LEARN MORE ABOUT OUR INVESTMENT MANAGEMENT

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