Shepherd Financial Partners | Shepherd Technology
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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Shepherd Technology

Shepherd Technology

 

We Vet. You Drive.

 

eMoney advisor

 

We utilize eMoney advisor as the technology platform for our financial planning clients. This allows us to provide you with on-line, up-to- date, comprehensive reporting called your Wealth Management system. The components of the Wealth Management System are your personal home page and the Vault.

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Your Personal Financial Home Page

 

This webpage provides a consolidated view of your entire financial world. It is secure and protected because it is just a reporting tool, not a transaction oriented webpage. Your accounts are updated daily and the page is accessible from any place you make your Internet connection.

 

 

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The Vault

 

The Vault is a secure online document storage facility. You have the ability to keep digital copies of important personal documents such as wills, passports, titles and insurance documents in a safe and easily accessible on-line location.

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1 There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

2   Investing involves risk including loss of principal. No strategy assures success or protects against loss.