Overview

Shepherd Wealth & Retirement

Information by Research TrustFinance

https://shepherdwr.com/

Shepherd Wealth & Retirement is an independent Registered Investment Adviser (RIA) based in Atlanta, Georgia. The firm operates under a fiduciary standard, legally and ethically obligated to act in their clients' best interests. They offer comprehensive financial services including personalized financial planning, investment management, retirement planning, and estate planning strategies. Their mission is to provide objective, tailored financial guidance to help individuals and families navigate their financial journey and achieve their long-term goals with clarity and confidence.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service