By Your Side Every Step of the Way

Your life is ever-evolving and so are your financial needs. We are your committed partner for navigating financial change throughout your life. Our personalized and impactful wealth management solutions guide you through all of your life’s transitions with confidence.

Let’s Plan For Your Life’s Goals

A customized wealth management strategy built around you and your life, no matter what comes along.

  • Financial Planning

    With the right plan in place, you can concentrate on living your life, not worrying about it. Our financial planning team works closely with you to understand your current situation and your ambitions. We’ll plot the roadmap for your individual needs and create the Living Plan together that guides you towards your goals.

    Learn More About Financial Planning
  • Investment Management

    Your world is dynamic, and so, too, should be your investment strategy. We have developed an in-house research process to align your portfolio with your goals and Living Plan. Your Shepherd investment team is dedicated to managing your savings with a philosophy centered around risk management.

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  • Institutional Services

    You have worked hard to build your business and now it is time to address your fiduciary commitments. Shepherd Financial Partners is dedicated to creating comprehensive retirement plan solutions for 401k and pension clients and their plan participants, allowing you to implement the right plan without taking your focus off of your business.

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  • Sustainable Investing

    No one wants to sacrifice performance or price when choosing investments, yet aligning your values to the companies you invest in is important to you. There is a reason that sustainable investing, or Socially Responsible Investing (SRI), is gaining popularity. Through employing a SRI, or Environmental, Social & Governance (ESG) strategy, investors at all levels are able to pursue their goals while reflecting their values in their portfolio.

    Learn More About Sustainable Investing

The Right Team Makes All the Difference.

Our clients’ needs go beyond portfolio advice – they want ongoing, relevant financial counsel, comprehensive wealth management, and a long-lasting, trustworthy relationship to be relied on at any time about any financial situation. We’re that partner.


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What Matters Most to You?

Let’s Talk About Your Goals

Office Location

1004 Main Street
Winchester, MA 01890

Let’s Talk

Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities. Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, performance is not a guarantee of future results. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.