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

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.

Continue Reading

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.

Continue Reading

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.

Continue Reading

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.

Continue Reading