Shepherd Financial Partners | Firm Brochure
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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Firm Brochure

Brochure Dated March 31, 2017

 

This brochure provides information about the qualifications and business practices of Shepherd Financial Partners, LLC.

If you have any questions about the contents of this brochure, please contact us at (781) 756-1804.

The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

 

Additional information about Shepherd Financial Partners, LLC also is available on the SEC’s website at www.adviserinfo.sec.gov. References herein to Shepherd Financial Partners, LLC as a “registered investment adviser” or any reference to being “registered” does not imply a certain level of skill or training.

Download firm brochure here