Shepherd Financial Partners | Bruce Goodman
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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Bruce Goodman

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Bruce Goodman


Bruce Goodman began his career after the completion of his Masters degree in Business Administration from Suffolk University in 1969. During the first ten years of his career, Bruce worked for two large companies in the financial service industry. He founded his own practice in 1978 where he worked with individuals he knew well, business owners, and physicians to carefully build their personal financial plans. Bruce has much enthusiasm and respect for his clients; which is shown through his work, as he takes care in capturing their financial goals.

 

Bruce has differentiated himself by not only working closely with clients, but also staying relevant on the ever-changing investment climate. Bruce prides himself in helping his clients save for their future so they may pursue their goals to live a comfortable life into retirement.   He also enjoys efficiently and effectively constructing ways in which to pass on personal and business assets to future generations, while also helping his clients maintain a strong family unit through the financial management process. Bruce is an Accredited Investment Fiduciary (AIF®) where he is designated in applying proper policies and procedures to his investment work.

 

Bruce’s practice has grown through relationship building, as many clients are thrilled to work with his two administrative assistants Faith DeAngelis and Donna Morrissey. Their experience in the financial service industry adds countless value to his work.

 

During Bruce’s free time he enjoys spending it with family, and he currently resides in Danvers, MA with his wife Susan.

 

Bruce Goodman, Faith DeAngelis & Donna Morrissey

200 Broadway, Suite 305

Lynnfield , MA 01940

T: (781)268-0555   F: (781)268-0553