SHEPHERD WEALTH
Information by Research TrustFinance
Shepherd Wealth & Retirement is a financial advisory firm based in Knoxville, Tennessee. As a fee-only, independent Registered Investment Advisor (RIA), the company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. The firm specializes in creating personalized financial plans, managing investment portfolios, and providing retirement planning services for individuals, families, and business owners. Their approach emphasizes a long-term, disciplined investment philosophy to help clients achieve their financial goals.
South Africa
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial