Shepherd Financial Partners
  • Our Firm
    • Our Story
    • Meet the Team
    • Careers

    Our Story

    Founded in 1988 by Mark Shepherd, Shepherd Financial Partners was born of a passion serving clients through their most difficult transitions. We understand that life is complex and ever-evolving. We believe your wealth management strategy should be just as dynamic.

    Meet the Team

    A unique team with vast experience across business, investing, wealth management, financial planning, and more, the Shepherd Team is here for you through the ever-changing needs of your financial journey.

    Careers

    We’re always looking for individuals with dynamic industry experience across business, finance, retirement planning, portfolio and wealth management, customer experience, and more. Here are our current open positions – we look forward to hearing from you.

  • Client Experience
    • Financial Planning
    • Investment Management
    • Institutional Services
    • Sustainable Investing
    • Young Professionals Experience

    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.

    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.

    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.

    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.

    Young Professionals Experience

    Independently navigating finances can be intimidating, especially if you are a recent college graduate or early in your career. We are here to help. At Shepherd Financial Partners, we believe in the value of starting a Living Plan early to get a head start on achieving the life you want. The earlier you start, the more options and opportunities you will have.

  • Working With You
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    Featured Insights

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    April 09, 2025

    Significant Updates in the Trade War and Market Responses

    • Coffee Commentary
    • Financial Planning
    • Market Research
    • Wealth Management
    April 09, 2025

    Distributing During Market Corrections

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    • Market Research
    • Wealth Management
    April 08, 2025

    Chris’s Monthly Market Wrap Up March 2025

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    • Retirement
    • Wealth Management
    April 03, 2025

    Our Thoughts on the Sweeping Tariff Announcements:

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    • Market Research
    • Wealth Management
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Insights

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November 16, 2015

Your Credit Score during Divorce

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Office Location

1004 Main Street
Winchester, MA 01890

Let’s Talk

Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356

Legal

Shepherd Financial Partners Form CRS

LPL Financial Form CRS

Summary Form ADV Part 2A (Brochure)

Summary Form Part 2A Appendix 1 (Wrap Fee Program Brochure)

Disclosure Information

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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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