Welcome to
Shepherd Financial Partners
Wealth Management
Your priorities are our focus. The valuable expertise, uncommon insight, and fiercely independent perspective we offer are personalized to help you pursue 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.
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Connect with an advisor at Shepherd.
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Check the background of this firm
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.
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