At Shepherd Financial Partners, we pride ourselves on giving our clients unique access to their investments. We understand the value of transparency in our role as a steward of your wealth and we want you to feel a strong connection to the life of your portfolio and confident about our work.
We provide you with the following options:
- Wealth Management System: a personal financial home page and the Vault- an online document storage resource.
- Account View: all of your accounts are available online for viewing in real time.
- Direct Access: We want to be as accessible to you as possible. As a result, we disclose to you the mobile numbers of your advisors at SFP.
- Financial Research: As a client of Shepherd Financial Partners you have access to the financial research conducted by LPL Financial. Our partnership with LPL allows us to keep our clients ahead of the curve while still maintaining a completely independent practice.