Shepherd Wealth Group is a U.S.-based Registered Investment Advisor (RIA) that operates under a fiduciary standard, legally and ethically bound to act in their clients' best interests. The firm offers comprehensive financial planning services, including investment management, retirement planning, estate planning, and tax strategies. Their mission is to build long-term, trusted relationships with individuals and families, guiding them toward their financial goals with a personalized and disciplined approach.

Founded in

United States