Shepherd Financial, LLC is a U.S. Securities and Exchange Commission (SEC) Registered Investment Adviser that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm provides holistic and personalized financial planning, investment management, and wealth management services. They focus on creating long-term strategies for individuals, families, and business owners to help them achieve their financial goals, with an emphasis on objective, fee-only advice to avoid conflicts of interest associated with commission-based products.

Founded in

United States