Founded in 1988 by Mark Shepherd, Shepherd Financial Partners was established to help families maximize their wealth across generations.
Drawing upon our own multigenerational family business experience, we offer a distinct perspective and understanding of the importance of protecting your family’s financial legacy. With over three decades of experience, we are committed to building long-term relationships to help create a wealth management strategy that caters to you as your life and needs evolve.
At Shepherd Financial Partners, our team-oriented approach helps provide meticulous attention and personalized guidance on all aspects of your financial life. With specialized knowledge and support, we help optimize your financial well-being and legacy with proactive communication, accessibility, and responsiveness.
At Shepherd, we are more than advisors—we are partners dedicated to your long-term success.
Guided by integrity and a profound passion for exceeding expectations, we are here to serve you and your family as a valued financial partner for generations to come.
Experience the Shepherd Difference
The Shepherd Service Experience
We aim to offer the highest level of service with a dependable team providing guidance on all aspects of your financial life.
Commitment to Independence
We are firmly committed to maintaining our independence and building enduring relationships with multigenerational support. As an independent firm, we do not promote specific products but focus on crafting solutions tailored to your needs.
In-House Asset Management Team
With an in-house asset management team, we offer direct access to our specialists who can align your portfolio to your personal financial plan, offering tailored, durable solutions and broad diversification of both public and private assets.
Philanthropic Spirit
Our first-hand experience creating and running foundations showcases our commitment to giving back and ability to guide you in your endeavors.
Our Values
INtegrity
We believe in respect, trust, and making a positive impact on our clients, colleagues, and community.
Investment in our people
We promote and invest in our people’s professional development to create a rewarding experience for both our employees and our clients.
Open and Transparent Communication
We believe in honest and direct dialogue, which leads to clarity and alignment of purpose, direction, and expedient decisions.
Solutions Based Thinking
We seek to foster an environment that celebrates diversity of opinions and promotes proactive and innovative solutions to problems faced by our clients and business.
Teamwork
We champion the collective efforts of high performing people combined with best processes to deliver optimal results for our clients.
Humble & no ego
We believe in cultivating a culture of “no ego”: Valuing a collaborative spirit, where every voice is respected, and ideas are appreciated for their merit. By working together with mutual respect, and prioritizing the whole team’s contributions, we create a unified environment and great outcomes for everyone we serve.
Take the next steps to pursue your financial goals and help maximize your legacy.
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
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 https://www.shepherdfinancialpartners.com/important-disclosure-information/.
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, https://www.adviserinfo.sec.gov/Firm/169093.
Past 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.
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