For over 25 years, the investment professionals at Shepherd Financial Partners have drawn from their life experiences as entrepreneurs, homeowners, parents, caregivers and community volunteers to shape our firm's philosophy and values.
We continue to grow in this tradition: by listening, understanding and responding to the needs of our clients' busy lives.
The focus of our wealth management practice is to provide individualized, personal attention to our clients. All services including portfolio management are customized according to your specific needs and investment decisions originate from our dedicated asset management professionals. We manage individual, family and foundation accounts.
We are committed to the stewardship of your financial well-being.
Retirement Plan Services
Shepherd Retirement Partners- SRP-is dedicated to creating successful retirement plan solutions for 401K and pension clients and their plan participants. This allows our clients to focus on their own business knowing that their plan fiduciary responsibilities have been addressed. Click on the box below to read more about our 401(k) and pension services offering.