Our Firm
Our team of experienced investment professionals offers a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives, and foundations.
Establish our relationship with you.
Our Story
Founded in 1988 by Mark Shepherd, Shepherd Financial Partners was born of a passion serving clients through their most difficult transitions. We understand that life is complex and ever-evolving. We believe your wealth management strategy should be just as dynamic.
Meet the Team
A unique team with vast experience across business, investing, wealth management, financial planning, and more, the Shepherd Team is here for you through the ever-changing needs of your financial journey.
Careers
We’re always looking for individuals with dynamic industry experience across business, finance, retirement planning, portfolio and wealth management, customer experience, and more. Here are our current open positions – we look forward to hearing from you.