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.

Mark saw value in taking a more strategic whole-team approach to work with clients. He assembled an experienced team comprised of seasoned managers who bring different experiences, skills, and insights to the table. This holistic methodology provides a personalized, in-depth, and more productive relationship. Clients are always encouraged to engage, get answers to their most pressing questions, and find the right type of counsel for any situation. We manage your entire financial picture –investment management, insurance, estate planning, tax planning, wealth transition, and more.

The Shepherd team is adept at proactive client management and has developed a unique relationship approach, focused on anticipating transitions and encouraging clients to make the right, timely moves for each situation.

We partner with our clients for life and navigate each milestone by your side.

Our History

After three decades, the Shepherd team has continued to expand.

With specialized knowledge in transition planning, we also offer a comprehensive menu of services. No matter the situation at hand, our advisors are ready to talk and get started on your personalized plan.

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.