Founded in 2005, Shepherd Financial Partners is an independent financial services firm based in Connecticut. The company focuses on providing personalized wealth management, financial planning, and investment strategies for individuals, families, and business owners. Their mission is to serve as a trusted financial advisor by creating customized, long-term financial plans that align with their clients' unique goals. The firm's advisors are affiliated with Commonwealth Financial Network®, a major independent broker-dealer in the United States.

Founded in

United States