All Posts
Housing Market Update
Wealthfare™
Shepherd Seminar Series: Live Market Commentary
Financial Planning for Women
Your Finance-focused Summer Reading List
College planning: Free Application for Federal Student Aid (FAFSA®)
Market Commentary: Understanding Drivers for Inflation and Interest Rates
Financial Crossword Puzzle
Shepherd Seminar Series: Social Security Highlights
Shepherd Seminar Series: The Psychology of Investing
Roth 401 (k) vs. Traditional 401 (k)
Market Commentary: A Fresh Look at Inflation
Student Loans
Social Security FAQs
Market Commentary: 1Q21 Market Review and 2021 Outlook
Preparing to Buy Your First Home: a checklist
Market Commentary: A Panel discussion with the Investment Team
Understanding Employee Stock Compensation
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Shepherd Financial Partners, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative(s) 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.
LPL Financial Form CRS
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, https://www.adviserinfo.sec.gov/Firm/169093.
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 https://www.shepherdfinancialpartners.com/important-disclosure-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.
Past performance is not a guarantee of future results.