Over 25 years ago, Mark started Shepherd Financial Partners to serve his family. Mark’s parents were small business owners and did not have a long-term financial strategy or succession plan. Mark developed a strategy with a goal to help them build their business and allow his brother and sister to take over and bring the company into its third generation. The planning was critical for his mother to address her financial security needs as Mark’s father had Alzheimer’s disease; having a well developed and adaptable financial plan made this stressful time much easier to navigate.
Just as he has done for his own family, Mark is passionate about serving his clients as the steward of their financial well-being. He has dedicated himself to building a team of professionals that make a significant difference in his clients’ financial life. Through his decades in the industry, he has formed a niche in serving clients with family businesses and families focused on transitioning their wealth. Mark has developed a comprehensive wealth management system for families to govern their wealth by adopting best practices throughout their wealth creation, wealth distribution, and wealth transition phases. His comprehensive system serves as a guide for families to manage their complex life situations and transitions. His goal is to empower clients to be strategic in every decision that is implemented.
Every family has their story, and that forms the foundation of Mark’s client relationships. His process provides the deep understanding essential to align each client’s planning strategies with his or her goals and implement solutions creating impactful change.
Mark’s professional credentials include the Certified Financial Planner Professional, CFP®, Accredited Investment Fiduciary and Certified Divorce Financial Analyst. Mark began his professional career at KPMG in their tax group. Mark attended the University of Colorado at Boulder and Worcester State University and earned a Bachelor of Science degree in Business Administration with a concentration in Accounting.
Read an interview with Mark Shepherd on Boston Voyager.