Overview

SHEPHERD WEALTH

Information by Research TrustFinance

https://www.shepherdwealth.com/

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.

Founded in
South Africa

South Africa


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service